Innovation to Take Your Annuity Production to New Heights."
"And a breakthrough solution to create greater retirement security for America's 'boomer' women."
The Personalized Analysis is Your Client's Personal, Foundational Plan for Income
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Base the plan on a targeted income goal
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Alternatively, base the plan on the amount of available savings
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Standard 3-Segment Laddering Model (5, 5, Lifetime)
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Selectable 2-Segment Laddering Model (10, Lifetime)
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Selectable Custom Laddering Model (up to 6 Segments)
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Incorporate Social Security, pensions or other “flooring” sources
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Define Rate-of-Inflation
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Define Interest Rates
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Define Targeted Ending Balance
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Option to Defer Income (Up to 30-Years)
Unmatched Quality and Creativity.
Digital Tools that Really Work.
The Women & Income Educational Seminar.
As effective as it is visually stunning.
Award-Winning Income Planning Software.
Enables Design of the "Perfect" Women's Plan.
A Methodology that Aligns with what Women Tell Researchers thay Seek
Wins her confidence.
Wins her loyalty.
Wins You Referrals.
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Understandable
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Transparent
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Outcome-focused
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Downside Protection
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Safe Monthly Paychecks
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Lifetime income
"Wealth Ladders Women is the safe foundation of a well-designed plan for retirement income."
A host of benefits for savers.
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Guaranteed lifetime income
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Safety-of-principal
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No market risk
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Tax-deferred growth
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Reasonable levels of liquidity consistent with safety
A synergy is created by strategically combining annuities.