A presentation at the office

FAQ

Get Informed

 

WHAT IS THE NEW DROP CHECK OPTION THAT CAME OUT IN JANUARY?

The Guaranteed Lifetime Income Check is a new DROP check option that is essentially a cash growing account with a guaranteed lifetime income; it is stock market risk free and you receive a monthly paycheck like an additional pension.

HOW DO I KNOW THAT WEALTH COMPANIES IS THE RIGHT FINANCIAL SERVICES AGENCY FOR ME?

If you are looking for specialists who can provide you with the safest options even most banks aren't offering; along with empathetic employees who truly care about your best interest, then Wealth Companies is the company for you.

HOW DO I BECOME AN AGENT FOR WEALTH COMPANIES?

First, review the videos that are posted on the home page. Then, schedule a 30-minute Wealth Building Strategy meeting with one of the retirement specialists to determine if you're fit for the opportunity. Then, either already have your FINRA/ 214 or 215 license or be willing to acquire one. Lastly, start your training by the top producers in the company.

IS WEALTH COMPANIES WITH THE FRS?

The FRS is not a financial institution, they approve other financial institutions such as us; we are approved retirement specialists that conduct the retirement education seminars. We also educate on the lifetime income process along with aiding retirees with their DROP exit process.

I AM EXITING DROP SOON. SHOULD I ATTEND THE SEMINAR OR SCHEDULE A
1-ON-1 REVIEW?

The Seminar and a 1-on-1 review are interchangeable. The seminar is more general where only the retirement specialists are presenting information, meanwhile the 1-on-1 is more personalized with your specific illustrations and more like a conversation between the client and the specialist to explore the most fitting, safest options. You do not have to attend the seminar before scheduling a 1-on-1 because the latter will be more in depth.

I ALREADY HAVE A FINANCIAL ADVISOR. SHOULD I STILL SCHEDULE A 1-ON-1 REVIEW?

We want to ensure that you receive what you're entitled to by the FRS and that all processes have been completed by your employer and state. We also want to ensure that you were offered the new Lifetime Income Program for your FRS DROP funds, unlike other financial institutions that do not offer this program. If you already processed your paperwork with the state, there is still a certain time period where you can make changes. It's important that you schedule a review to receive your calculations so you may know all of your options.