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WealthPRIME® RetireWELL™

Sell more retirement plans in less time.

Create a better lead generation strategy and triple your client conversions.

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RetireWELL™ by WealthPRIME®

Convert clients faster by delivering clear retirement plan illustrations, instantly.

RetireWELL™ grows leads and revenue with efficiency and scale. Waiting weeks to receive a lackluster and confusing plan illustration is a thing of the past, while easily turning prospects into happy retirement plan clients.

Present complex retirement plan designs in 60 seconds

Enter the digital age with revolutionary software that streamlines the retirement plan sales process from start to finish.

Tailor reports for each client

One size does not fit all. Include specific demographic and financial information beyond age and salary, giving clients an outcome 100% unique to them.

Forecast assets and tax deductions

Show a real projection of both tax savings and wealth creation. Plus give an Estimated Time to a Million™ (ETM) in accumulated retirement assets.

Upload a client census, fast

Quickly upload a retirement plan census in three steps with our downloadable, pre-formatted template.

Compare plans

Introduce a pros-and-cons comparison of a SEP IRA, 401(k) with profit sharing plan, and cash balance plan.

Save time and email clients from your dashboard

Email reports from inside your portal and never waste time with copy and paste. Sharable links are also available that allow clients to view reports.

Create your first illustration for free.

Test drive RetireWELL™ by WealthPRIME®

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Two models to fit your business goals

for Financial Advisors, CPAs & Tax professionals

RetireWELL™

Solve your lead generation problems once and for all. Start using a proven and scalable tool that doesn’t monopolize your time and drain money needlessly from your sales and marketing budget.

Sign up for retirewell

for Institutional Partners

Private Labeling

RetireWELL™ is a powerful sales solution that can enable your sales teams to close more retirement plan sales. If your firm or institution is interested in private labeling this software, please request a discovery call.

let’s discuss your needs

Success stories

“Having this great plan in place for our team members has brought us peace of mind and allowed us to focus on our clients and growing the business.”
Edward PortaPresident, ATI Consulting
“Our staff retirement needs are complex. Your team helped us navigate the decisions needed, structure our plans, and project how the overall platform would benefit us.” 
– Randy HawksManaging Director, Claremont Creek Ventures
“I have worked closely with WealthPRIME for about two years. Our plan is incredibly complex. Most of the C-level officers participate in alternative investments inside their 401(k) and ROTH 401(k) accounts, and your product offering, is way ahead of its time and unlike anything else I’ve seen.” 
– Raoul PaloSenior Associate, Finance Thiel Capital LLC
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On-Demand Customer Care

WealthPRIME’s team of experts can help with:

  • Technical questions about using our software
  • New business and plan installations
  • Plan consultations, plan design, and retirement plan guidance

Sell more retirement plans in less time.

WealthPRIME® instantly illustrates and compares advanced tax-mitigation and wealth-building strategies.

Try the free demo

Explore our digital wealth-building solutions

RetireWELL™

Convert more high-net-worth clients with cash balance plans that help business owners save over $100,000 per year in taxes.

Learn more

DoublePLAY™

Purchase tax-deductible life insurance to earn tax-free distributions at retirement.

Learn more

Trinity

Access alternative investments that generate maximum tax-savings and optimize wealth creation.

Learn more

Need help? Call us today at 855-PRIME-40 or schedule a consultation with one our advisors.

Our unique solution blends alternative asset classes, innovative savings options, and tax mitigation strategies to protect your income and grow your wealth tax-free.

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DISCLAIMER

* WealthPRIME™ does not provide tax or legal advice. This website and the information and calculator provided on this website are for informational purposes and are not intended as investment, business, legal or tax advice and WealthPRIME™ is not responsible for any investment, business, tax or legal recommendations or opinions of third parties cited on this website or in the information contained herein. For legal or tax advice concerning your situation, please consult your attorney or professional tax advisor. This material is designed as an educational tool. You should review any planned financial transactions or arrangements that may have tax, accounting, investing, or legal implications with your personal professional advisor. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. The material contained on this website is for informational purposes only and should not be considered investment advice. Any chart, graph, or formula should not be used by itself to make any investment decision. The information contained on this website has been obtained from sources WealthPRIME™ believes are reliable; however, WealthPRIME™ does not warrant the accuracy, completeness or timeliness of such information. WealthPRIME™ shall have no liability, contingent or otherwise, for the accuracy, completeness or timeliness of such information or for any decision made or action taken by you in reliance on such information. Any opinions expressed herein are subject to change without notice. WealthPRIME™ EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED, REGARDING THIS WEBSITE AND THE INFORMATION CONTAINED IN IT, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, NONINFRINGEMENT OR FITNESS FOR A PARTICULAR PURPOSE, EVEN IF WealthPRIME™ HAS BEEN INFORMED OF SUCH PURPOSE. USE OF THE WEBSITE AND SUCH INFORMATION IS AT YOUR SOLE RISK. IN NO EVENT SHALL WealthPRIME™, ANY OF ITS AFFILIATES, OR ANY OF THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, SHAREHOLDERS, MEMBERS, AGENTS, REPRESENTATIVES, SERVICE PROVIDERS OR SUPPLIERS, BE LIABLE TO YOU OR ANYONE ELSE FOR ANY CONSEQUENTIAL, INCIDENTAL, PUNITIVE, SPECIAL, DIRECT OR INDIRECT DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS) THAT RESULT FROM THE USE OF THIS WEBSITE OR ANY OF SUCH INFORMATION.