Are You A Pro? Join For Free

Curtis V. Cloke

Thrive Income Distribution System, LLC.
Financial Planning

Contact Information:

PO Box 962
Burlington, IA 52601
United States
T: 515-298-4748
www.thriveincome.com

Years in Business:

 

12

Clients I'm Seeking:

 

Target clients are Insurance manufactures and insurance distribution companies who want to distribute SPIA and DIA contracts. We assist companies with software framing tools to help illustrate the power of income annuities (both Single Premium Immediate and deferred income annuities) as part of the traditional planning process. Framing the solution in conjunction with the traditional approach is the critical work necessary to gaining broad acceptance from financial professionals when developing retirement plans and solutions for their clients.

About My Business:

 

Thrive Income has developed a cutting-edge retirement income software system that can be customized by client to allow financial professionals retirement income designs for traditional and non-traditional retirement plans that use our "Divide & Concur" strategy that allow automatic incorporation of income annuities (as a unique solution) to "Buy Income and Invest the Difference". Our approach allows the financial profession to wall-off a suitable sum of the client's portfolio to establish an inflation-adjusted income stream that remains statutorily protected with reserved guarantees; while allowing some or all of the remainder of the portfolio assets to be unfettered from the income need. These assets are then invested for liquidity needs, and longer-term assets for growth opportunities, discretionary income for hyper-inflationary periods and legacy wealth transfer goals. Our team of hands-on field experts as well as actuary and marketing experts provide a unique team approach to bring framing and software solutions to market that position insurance products (annuity and life) to the financial services industry.

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: