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With the introduction of FIAToday™, Wealth2k, Inc. is introducing Internet-based compliance-management technology, compliant multimedia educational content and personalized advisor microsites to transform the manner in which indexed annuities are marketed and sold in the U.S. Primary goals are to improve sales practices and enhance the quality of consumer education that is generally available in terms of its balance and objectivity.
FIAToday™ is education-focused. It will enable consumers to gain a clear understanding of how fixed indexed annuities work as well as a more realistic view of the economic results which can be expected of them. Consumers will be offered the opportunity to view a compliant multimedia educational presentation in their web browsers. . The presentation provides an objective view of indexed annuities including their risks and potential rewards.
FIAToday™ is agent and advisor-centric. Consumers are able to view the multimedia educational presentation from their advisors' personalized microsites. This preserves the advisors' central role but also increases the level of convenience for visitors. It also removes direct sales pressure.
After viewing the educational presentation, consumers may send electronic messages to their advisors to request additional information make referrals or request personal appointments to meet with their agents or advisors.
The technology platform hosting FIAToday™ handles complex compliance requirements of broker-dealers. It allows broker-dealers to monitor consumer-facing B-D disclosure and compliance information in real-time. It also presents a concise view of advisors' accounts.
If you already have an account with FIAToday™, please login below:
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