Tom Hegna presents
WealthLogixPart 2
In August we scratched the surface.
Tuesday, October 27
11:00 AM ET / 8:00 AM PTFree live webinar · 90 minutes
FIA • IUL • Conversion
WealthLogix is taking the insurance and annuity world by storm.
In August, Tom introduced WealthLogix to his list, and every one of the 500 seats was taken. In that session, Tom and WealthLogix Founder/CEO Kristen Cooper just scratched the surface. They showed you some of the FIA story:
- Income Foundation (lifetime income vs. market-driven portfolios)
- Index Strategy Analyzer (directly in the market vs. using guardrails)
- Bond Replacement (stock/bond vs. stock/annuity)
But there is so much more. Wait until you see what’s in store for Part 2.
“WealthLogix is the most powerful and compelling FIA & IUL sales software I have ever seen. I can’t imagine what this would have done for my career when I was still an agent.”Tom Hegna
Four things we didn’t show you in August
01 · The CD Killer
Move money from CDs and money market accounts to MYGAs and FIAs. Effortlessly.
Put the CD, the MYGA and the FIA on one screen, same dollars, same years, and let the client watch the gap open. We’ll show you how to start the conversation and close the deal.
02 · The Tax Scorecard
The most compelling Roth conversion tool in the industry.
’Tis the season for Roth conversions. The Tax Scorecard counts the total tax bite across a retirement: RMDs, Social Security taxation, IRMAA and the heirs. Then it scores the same retirement with a conversion. Lowest score wins.
03 · The Retirement Buffer
The best sequence-of-returns demonstration in the industry.
Most annuity conversations are a risk story. This one is so much more. Set an annuity beside a market-driven account and show what it does to the whole picture: more accumulation and more income-producing ability than the market side alone, and better odds the money finishes the race.
04 · Policy Comparison
Two annuity policies, side by side. New vs. new, or old vs. new.
Compare the mechanics of two policies on one screen: caps, participation rates, fees, accumulation and distribution. Then run both through a historical lens and see how they might have performed. Accumulation-focused or income-focused, it works for both.
Bonus! · Your Marketing
How to use WealthLogix in your marketing.
The same tools that close the case can fill the room and the calendar. We’ll show you how, in:
- Lead capture. Specific landing pages for lead capture. Tax Scorecard, Retirement Buffer, Income Foundation, Policy Comparison and more. Leads run a simplified scenario, get a report and are put in your WealthLogix account. You follow up with deeper insight.
- Seminars. Show the story live, one step at a time, instead of reading slides.
- Workshops. Build an interactive case in front of the room and let them watch the story come alive.
- Webinars. Same screen, same story, from anywhere. It’s what Tom and Kristen are doing on the 27th.
The cap is the cap
500 seats.
One of them has your name on it, until it doesn’t.
Tom’s list is a lot bigger than 500, and in August every seat filled. Every square here is a seat in the room on October 27. When they’re gone, that’s it. No waitlist, no second session.
Attendees only
There’s an offer on the table. Only for Tom’s people.
Because you’ve been invited by Tom, we’re putting something on the table for everyone who attends live. A members’ offer built for this room and this room only.
You won’t find it on our website. It isn’t in our published pricing. And it isn’t coming back after October 27. We reveal the details on the webinar. You have to be there to take it.
Be in the Room »Stories from the front lines
Real advisors. Real results.
“Visualizing the value of an FIA…”
Brett became a WealthLogix member in order to present an FIA case the next day. Using the interactive Retirement Buffer module, Brett and the client built the case together and ran several scenarios, easily visualizing how an FIA buffers sequence-of-return risk and improves potential outcomes. The client felt engaged and moved $700,000 in that meeting, thanking Brett for such an educational experience.Brett S. · Columbus, OH
“A confident outlook…”
Using the Income Foundation module, George proved the right annuity with an income rider can be a superior income generator compared to market-driven accounts. The guaranteed lifetime income far outpaced the alternatives and provided greater liquidity overall. The client’s retirement outlook went from “concerned” to “confident.” George moved over $1.2M in annuity premium in his first two WealthLogix presentations.George P. · Wilmington, DE
“Saved the case…”
Brian had closed over $80k in IUL target before becoming a WealthLogix member. The client forgot the value of the solution provided during underwriting and called Brian to cancel. Now armed with WealthLogix, Brian took the client through the Comparative Analysis and Historical Simulations. The client’s understanding was elevated. Not only was the case saved, Brian received a referral on the spot.Brian W. · Reno, NV
“CPA said conversions make no sense…”
Scott’s client had been told by his CPA that Roth conversions didn’t make sense. When Scott asked if there was any math behind that, the answer was no. Using the Tax Scorecard, Scott showed the client his potential lifetime retirement tax bill, including how qualified accounts could trigger Social Security taxation and IRMAA surcharges. Seeing the actual numbers in a simple, compelling format changed everything.Scott S. · Newport News, VA
Advisor experiences shared with permission. Individual results vary and are not a guarantee of future outcomes. For financial professional use only. Not for use with the public.
Tom Hegna presents WealthLogix, Part 2.
Tuesday, October 27 · 11:00 AM ET / 8:00 AM PT · 90 minutes.
Live: the CD Killer, the Tax Scorecard, the Retirement Buffer and Policy Comparison.
Can’t make it on the 27th?
Book a free one-on-one demo.
Or the seats fill before you grab one? The WealthLogix team will walk you through it at a time that works for you. Bring a case you’re working on.
For financial professional use only. Not for use with the public. WealthLogix is a presentation and education platform; it does not provide tax, legal, or investment advice, and it does not sell insurance products. Product features vary by carrier and state.