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WealthGuard™ is an incredibly simple, yet powerful early-warning software used to monitor the growth or loss of the money in your clients’ accounts. WealthGuard™ tracks those accounts in one place, including asset allocation and overall performance, and promptly alerts you and your client of any changes via email and/or text message. They simply identify a predetermined amount of risk by selecting a WealthGuard™ number. In the event of market downturn, the WealthGuard™ number triggers an alert notifying both you and your client that a reallocation to the next FFI portfolio or to cash — depending on what has been selected — will be occurring to help provide protection from further loss.
WealthGuard™ is not a sell limit order, and thus the price at which market order is filled is not guaranteed. With WealthGuard™, clients get the benefit of added peace of mind knowing they will be alerted to threats that can help them avoid additional loss by moving money to cash at the earliest opportunity.
Retirement Wealth Advisors (RWA) and FormulaFolios are SEC-Registered Investment Advisors that serve the needs of retired or soon-to-be retired investors. RWA was founded in 2005 and has expanded throughout the United States over the last 11 years with more than 100 independent advisors serving more than 4,000 clients. FormulaFolios started in 2004 and is one of the fastest growing companies in Michigan with a growth rate of 9,401% and reaching the 15th spot on Inc. 5000 list in 2016. Together, RWA and FormulaFolios remove uncertainty from investing so individuals can retire with confidence.
The internet is full of misinformation, especially when it comes to annuities. Investors need a voice that they can trust to address the ABCs, or rather 123s, about the topic. Annuity123 places you in that position of authority. You are the respected source that people turn to when looking for information.
We work with the industry’s leading carriers to deliver the best financial products to our producers. With us, you can effectively target your clients’ needs with products designed for just for them.
