Retirement Income

THE NEXT GENERATION OF RETIREMENT INCOME PLANNING

Retirement Income

With approximately 10,000 Baby Boomers retiring every day, client demand for a reliable income stream throughout retirement years is increasing. 3D Asset Management works with advisors to provide investment and practice management solutions that respond to these concerns. Our 3D Global Portfolios, constructed to achieve targeted rates of return, coupled with a time-segmented retirement income strategy, provide the process and tools to advisors currently in or entering the retirement income planning business.

WealthConductor

Wealth Conductor

WealthConductor™ - A plan for your client, a program for your business

3D Asset Management has developed a comprehensive retirement income process which includes planning, tracking, ongoing reporting as well as the ability to make course corrections and plan revisions over the years as situations warrant. This revolutionary program provides advisors with ongoing training, sales and marketing tools, and the technical support required to implement and scale a successful retirement income practice. WealthConductor™ is a complete, compliance-friendly program developed in partnership with Philip G. Lubinski, CFP®, a pioneer of the time-segmented retirement income strategy.

 

RETIREMENT INCOME PLANNING

next generation retirement income planning

3D’s unique program provides advisors and firms a full suite of practice support and tools.

Training Training

Delivery of initial and on-going education to advisors, including: 1-1/2 day live training; online Brainshark modules which mirror the live training; periodic webinars on special topics; and, one-on-one case support.

Sales & Marketing Sales & Marketing

Online access to logo-ready client brochures, tri-folds, advisor materials, and client seminar support (i.e., sample letters, postcards, how-to lists, etc); online blogs and research; and, 3D Regional VP Sales support.

Technology Technology

Delivery of online and webinar training and support on IncomeConductor™, the program’s proprietary retirement income plan management software. Licensed versions of IncomeConductor™ can be created to meet the specific compliance and branding needs of a company. On-going support includes product enhancements.

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Become a 3D Asset Management Advisor Today!

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We are pleased to announce 3D Asset Management’s acquisition by 55 Capital, which was founded by ETF pioneers and investment thought leaders.

We are excited about this acquisition because it brings together two innovative firms with complementary products and common values. We believe it will be very additive to you and your practice. This acquisition will significantly enhance our capabilities and allow us to provide a wider array of products and services.

For more details, please click below.