Turnkey prospecting solution enables financial advisors to compliantly engage consumers on the subject of Social Security income planning
June 3, 2013-BOSTON, MA —With 10,000 Americans turning age 65 each day, interest in Social Security retirement income has never been greater. Moreover, research indicates that the vast majority of consumers prefer to work with a financial advisor when crafting a plan for creating retirement income. Given these facts, why do most advisors fail to develop satisfactory numbers of new clients? The reason is that advisors lack a motivating educational solution capable of generating prospects and new customers. With the introduction of its turnkey prospecting solution, Social Security Wise, Wealth2k will help advisors build a bridge to consumers who need assistance in crafting retirement income plans.
According to Wealth2k Founder & CEO, David Macchia, “Software programs have made it easy for advisors to analyze the results of different Social Security claiming strategies. This has been an important development. But the major challenge facing advisors today isn’t analysis, it’s prospecting. Social Security Wise fills a gaping need in the marketplace for a compliant, consumer-facing solution that generates new prospects for retirement income planning.”
A richly-designed web-based platform, Social Security Wise features exclusive multimedia content, lead-generation strategies, exclusive brochure and an innovative, personalized advisor website. The multiple components combine to form a full-bodied system for prospecting and consumer education.
Social Security Wise™ provides a host of benefits for financial advisors:
• Advisor-Personalized Social Security Learning Center
• Improves prospecting
• Turnkey lead-generation strategies
• Compliant content*
• iPad, iPhone and Android device compatible
• Boosts the advisor’s image online
• Facilitates income planning discussions
• Google AdWords marketing module
• Unique “drip” mailing campaign tools designed to drive traffic to the advisor’s website
• Integration with social networking sites
Social Security Wise provides a unique prospecting toolset designed to position the advisor as the local retirement income expert, including with consumers who have yet to reach retirement age. This makes it easier for the advisor to create a sustainable flow of present and future prospects.
“Social Security Wise is able to mesh seamlessly with Social Security oriented content developed by broker-dealers, asset managers and insurers,” said Macchia. “Organizations that have made investments in traditional content will find that piggy-backing on a web-based platform will enable their content to reach more consumers at a lower cost. This just makes it even easier for the advisor to be successful.”
“Advisors understand the high-stakes nature of retirement income planning. They know that asset consolidation is the end game. But they also understand that prospecting for new customers is more challenging today than in the past. This is why Social Security Wise™ meets consumers where they want to be met, delivering exclusive content to an iPhone, iPad, Android smartphone, or any other device with a web-browser. The online experience delivered is unsurpassed,” stated Jason Ray, Managing Director at Wealth2k, Inc.
Financial advisors may view an online presentation that describes Social Security Wise. Visit https://www.youtube.com/user/Wealth2kCHANNEL.
How to subscribe to Social Security Wise™
Financial professionals should visit www.SSWise.com. The monthly subscription cost is $45/month. There is no term commitment.
Wealth2k, Inc. is the leading provider of advisor-centric retirement income solutions for mass-affluent investors. Its innovative asset-gathering platforms, including The Income for Life Model®, incorporate income planning software, multimedia and interactive educational tools, platform integration, financial advisor training and web-based communications strategies that enhance compliance and boost asset-gathering.
*Upon request Wealth2k will provide FINRA comment letters covering Social Security Wise™ content.
©Copyright 2013 Wealth2k, Inc. All rights reserved. Social Security Wise is a trademark of Wealth2k, Inc.