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The application systematizes dynamic assessment of policy performance combined with practical guidance to help policyowners manage their policies toward their targeted income goals. This creates clarity, security, and confidence—while opening a new era of sales growth opportunities.
Four decisions enable clients to define the paramaters of their Defined Benefit Life plan.
Desired Retirement Income
1
Age Income Begins
2
Baseline Interest Rate Assumption
3
Years to Pay Premiums
4
Once your baseline interest rate is established, our software assesses actual policy performance.
Based upon the actual interest rate credited, each year we will recalculate how much the premium must be adjusted-upward or downward- to remain on track for the client's targeted income.
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Simplicity, Transparency and Client Empowerment.
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Each year, your Annual Report gives clients the information they need to make a good decision based upon their budget and objectives.
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Clients are empowered and in control.
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They may login to their personal Defined Benefit Life account anytime to review your Strategy Update Reports.
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​Client-to-agent and agent-to-client communications is available within the Defined Benefit Life application.
(C)Copyright 2025 Wealth2k, Inc. All rights reserved. I Email: info@wealth2k.com I Phone: 781-989-5200
Defined Benefit Life is a trademarks of David Macchia.
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