PROFESSIONAL’S TOOLBOX
Here at WealthVest, we help you by providing the right tools and resources to improve your practice and make your clients’ comfortable retirement a reality.
Looking to boost your income planning expertise?
Read and learn from our book, Redefining Retirement: A Safe and Secure Way Down the Mountain
Written by Wade Pfau, PhD, CFA, RICP, Redefining Retirement a Safe and Secure Way Down the Mountain, provides a whirlwind tour of capital marketing, annuity & insurance product and illustrates how “risk pooling can optimize the decumulation phase of the lifecycle. Click the link below to learn more, and obtain your copy.
What are your clients’ needs?
MY CLIENTS WANT TAX EFFICIENCY
Provide your clients with tax deferral
This tool helps demonstrate how taxes play into your clients investments. Compare how much yield is needed from a taxable investment to equal a tax deferred investment..
MY CLIENTS WANT PRINCIPAL PROTECTION
Detail why avoiding losses early in retirement matters
Two families, 9% average annual returns, different results. Use this sales tool to demonstrate one important lesson, loss overpowers gain.
MY CLIENTS ARE WORRIED ABOUT BEAR MARKETS
Educate your clients on bear market insurance options
What effect does a bear market have on retirees portfolios? This consumer-facing brochure covers possible solutions to protect your clients from bear markets in retirement.
MY CLIENTS ARE LOOKING FOR PERFORMANCE IN THEIR PORTFOLIOS
My Clients are looking for performance in their portfolios
Are your clients looking to capture bull market gains while never having to take a loss in principal? This consumer-facing sales tool demonstrates various participation rates featured in FIAs
MY CLIENTS ARE LOOKING ALTERNATIVES TO A 60/40 ALLOCATION
Demonstrate how 60/40 portfolio values have declined and how alternatives exist
60/40 allocations have long been used to perform well in any market. Today’s bond and equity markets have been tough on this strategy. Rethinking 60/40: How Multi-year Guaranteed Annuities can help demonstrates an alternative.
MY CLIENTS WANT TO LEARN MORE ON RETIREMENT RISKS
Discuss options to help protect against today’s retirement realities
Rethinking Retirement Realities identifies the discoveries, misconceptions, and opportunities found from WealthVest’s 2021 survey of investors, and offers ways for retirees to plan around today’s uncertainty.