Securities America Joins with Wealth2K, Inc. to Offer The Income for Life Model™.
In an effort to allow their Representatives to focus more on both present and future income needs of their client's, Securities America, Inc. has joined with Wealth2K, Inc. to allow Representatives access to The Income for Life Model™. The program will allow advisors to specialize in retirement income distribution. The program specifically meets the urgent need to provide retirement distribution solutions to clients and helps advisors to identify and manage a more complete portion of their clients' assets.
"Securities America's strategic partnership with Wealth2k, Inc.to offer The Income for Life Model™ gives our advisors one of the simplest but most powerful income planning tools in the industry. This segment of the market is growing so fast and we are very excited to give our advisors the ability to stand out from the crowd and become recognized as specialist in providing retirement income," said Paul Lofties, Director of Securities America's Wealth Management Division.
The Income for Life Model™ is a proven retirement solution which focuses on providing lifetime, inflation-adjusted income for clients by using a strategic combination of asset allocation and product selection.
The program is unique because it also allows advisors to market their new specialty by using a variety of tools. As part of the program, the advisor has access to a multi-media movie for client presentations, an advisor branded website which can be linked to the advisor's existing website, a seminar presentation system, brochures, flyers, and various other marketing materials.
They will also have access to training on the proposal generation system, access to the recommended product listing for each segment, and the opportunity to attend a one-day workshop presented by Wealth2K, Inc. at various locations around the country.
Based in Omaha, Nebraska, Securities America, Inc. is the nation's 6thlargest Independent Broker Dealer based on total revenues in 2004 according to Financial Planning Magazine. Over 1,700 financial professionals nationwide with over $30 billion in client assets under their supervision have affiliated with Securities America. Securities America Advisors, Inc. is an SEC Registered Investment Advisory firm with nearly $7 billion in assets under management and administration that offers investment management, financial advice and financial planning through financial advisors. Securities America's mission is to foster the success of financial professionals so they can provide quality, objective financial advice and services to their clients.
The Income for Life Model™ is a trademark of Wealth2k, Inc. © Copyright 2005 Wealth2k, Inc. and Philip G. Lubinski, LLC. All Rights Reserved. The information presented is general in nature and not intended to be a complete explanation of the subject matter or a substitute for personal planning. In some instances the material specifically refers to elements of federal tax laws and regulations. The impact of any state or local taxes should also be considered. Wealth2k, Inc. nor or any of its affiliates are engaged in rendering legal, tax, or accounting advice. Legal, tax, and accounting advice applicable to your own situation should be obtained from a qualified professional.
SOURCE: SECURITIES AMERICA FINANCIAL CORPORATION For details or answers to questions regarding this or any Securities America topic, please contact Janine Wertheim, Chief Marketing Officer, 1-800-747-6111, ext. 2272 or jwertheim@saionline.com
