Social Security Wise Overview





The interactive transcript could not be loaded.


Rating is available when the video has been rented.
This feature is not available right now. Please try again later.
Published on May 17, 2013

Wealth2k Founder & CEO, David Macchia, presents an overview of Wealth2k's breakthrough prospecting solution- Social Security Wise.

For financial advisors, the business opportunity in retirement income planning dwarfs all others. The insurance and financial services industries have recognized the importance of Social Security as a key component of income planning. As a result, much energy has been placed on the development of claiming strategy analyzers. What's been ignored, however, is advisors' greatest need: a solution to connect advisors with consumers.

Security Wise is a prospecting solution of exceptional quality. At a very low cost it offers advisors entirely new ways to prospect for income planning clients. There's no better way to capture prospects' imaginations...and new leads.

A key component of Social Security Wise is an innovative Social Security Learning Center. Designed to deliver high value to consumers, the Learning Center is a unique website that is personalized to the financial advisor. Through the use of high-end graphical design and rich multimedia content, it delivers a impactful and motivating educational experience. Prospects for retirement income planning will find the Social Security Wise educational experience to be eye-opening.

Social Security Wise will strengthen any prospecting method an advisor currently uses including direct mail, seminars, telemarketing, radio, TV, affinity groups and customer referrals. Moreover, it will help the advisor ignite new and creative prospecting strategies including Google AdWords, social media and more.

Social Security Wise works seamlessly over any device with a web browser. It is a truly revolutionary prospecting solution. The low price point of $45/month makes Social Security Wise an unsurpassed value. It's high tech and high touch, but at a surprisingly low cost.

You may learn more about Social Security Wise on or after May 21, 2013 by visiting www.sswise.com. Several informational documents are available for download including "A Guide for Financial Advisors" and "Frequently Asked Questions."


When autoplay is enabled, a suggested video will automatically play next.

Up next

to add this to Watch Later

Add to

Loading playlists...