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What are the OneTrust Home Loans Housing Wealth Solutions for WealthCareGDX? A Housing Wealth solution that is hidden in plain sight, available through responsible access to the equity in your client’s home. The Home Equity Conversion Mortgage (HECM) and the 55+ Specialty Reverse Mortgage could be one of the most misunderstood and underutilized resources available…
Model FA is a coaching program for entrepreneurial financial advisors to help them get in front of more clients, focus on growth in every area of their business, and reach the next level of scale. There are many ways to be wildly successful as a financial advisor. Patrick Brewer with Model FA explores Advisor DNA, Model FA’s proprietary personality…
Performance Data on Demand Dashboards/Metrics Average Account/Household Stats On-Demand Reports Scott Davison “Orion helps me see the forest AND the trees! I can review a client’s household allocation or performance at almost any level: account level, IPT level (for households with multiple IPTs), or household level. Also, being able to slice and dice data for…
What is RetireOne’s Constance product? It’s a Contingent Deferred Annuity Constance provides a lifetime withdrawal guarantee on a pool of assets maintained on qualifying custodian platforms. It’s a Portfolio Retirement Income Guarantee Their proprietary technology unbundles annuity insurance protections from underlying investments. This allows you to use Constance to transfer risk to an insurance company…
Healthpilot – an Online Platform Transforming the Medicare Experience for Wealthcare’s Advisors and Their Clients What is Healthpilot? Healthpilot provides an easy-to-use online platform for people to find and enroll in Medicare plans with recommendations that are tailored for their needs. Using proprietary technology, the platform accurately estimates a person’s healthcare expenses and accommodates their…
Wealthcare’s Held-Away Account Trading and Management Partner Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401ks and other held away accounts. The Pontera solution empowers advisors to offer comprehensive, holistic services to their end clients by enabling held-away account management and trading. Pontera also partners with…
Estate Planning Made Easy Trust and Will is a complete, simple, and affordable Estate Planning solution for your clients without a complex estate which enables you to provide the level of support that best matches your advisement style. Trust and Will discusses how, why, & when you might consider introducing some of your clients to Trust & Will…
Who is DPL: DPL Financial Partners is an insurance network for RIAs, providing easy access to low-cost, commission-free insurance products. In addition to their products, they provide expert advice and education so fiduciary, Fee-Only advisors can leverage the benefits of these products for their clients. Wealthcare is a member of DPL, and with us as…
Counsel Trust Company is an independently owned, fiduciary, non-depository trust company…. established to provide corporate trustee services to outside investment advisory, accounting, and legal firms. Ed Crooks Listen to Ed and Brandon Crooks with Counsel Trust Company, our new trust company partner, present “Modern Trust Concepts”. This recording of October 2020’s interactive Practice Management webinar covers the following topics: • Advisor…
Wealthcare is now offering clients FICA® For Advisors (“FICA”) We now have a high-yield cash account solution to attract held-away cash and provide additional value to our WCAP clients. FICA is administered by StoneCastle Cash Management, LLC, a firm that has been providing insured cash solutions to Fortune 500 companies, family offices, and other institutions for…