Wealth2K

Our Vision and Mission

At Wealth2k, Inc., we are dedicated to revolutionizing the way insurance agents and advisors approach the sales of life insurance and annuities in the post-DOL marketplace. Our mission is to provide innovative, user-friendly solutions that empower agents and advisors to build successful, sustainable businesses that deliver results for their clients.

Our Services

We offer a range of services designed to help insurance agents and advisors succeed in the modern sales landscape. Our solutions include:

• Wealth Ladders: A sophisticated, process-based solution for constructing the vital foundation of secure lifetime income, essential for a comprehensive retirement income strategy.
• The Income for Life Model: A 7-Segment Hybrid Strategy that provides risk mitigation, longevity protection, and downside protection, while offering upside potential.
• Digital-Assisted Selling: A cutting-edge platform that enables agents to cross-sell and upsell with ease, using innovative technologies to engage and converse with prospects in a highly interactive and personalized way.
• AI Annuity Assistant: An AI-powered platform that empowers agents to convey the value of annuities in a whole new way, using human-like avatars to educate and engage prospects.
• ROI Reliability of Income: A profiling tool that helps agents better assess a client's needs and preferences, providing a personalized and tailored approach to retirement income planning.

Our Expertise

At Wealth2k, Inc., we are committed to staying at the forefront of innovation in the insurance industry. Our team of experts includes industry thought leaders, seasoned professionals, and experts in AI and technology.

Our Goal

Our goal is to enable insurance agents and advisors to thrive in the modern sales landscape by providing innovative, user-friendly solutions that deliver results for their clients. We believe that our services will empower agents and advisors to build successful, sustainable businesses that make a positive impact on the lives of their clients.