WHEN the final score REALLY matters!

Retire With Financial Stability

WEALTH STRONG’s technology platform creates a new era of financial awareness and preparedness. At an affordable price, the program is designed to support individuals who need practical tools to prepare for retirement. 

For individuals, WHEN-Score software helps you create a new awareness based on your current situation and past actions by measuring your URSLA. It enables you to automate and improve your financial decision-making.

MEET URSLA (learn more about this powerful number!!)

Level 1: WHEN-Score™

WHEN-Score™

With WHEN-Score™, you see your current financial position and, based on your financial patterns, the probability of your money lasting a lifetime. The easy-to-use interface allows you to input personal financial information and find out with 90% probability how long your financial retirement resources will last. Our proprietary, sophisticated software runs between 25 and 50 million calculations in about 30 seconds to generate your WHEN-Score™ number. Individuals can purchase a WHEN-score evaluation via the internet or by contacting a licensed financial professional.

 

The process is easy Learn More or Purchase Now. 

Level 2: WHEN-Score™ Professional Edition

Our WHEN-Score™ Professional Edition allows licensed, Professionals to include the WHEN-Score™ system into their array of services. Using WHEN-Score™ results, professionals can help clients understand where they stand and also show clients how their products or services will extend their retirement resources. A prescription page is included in the WHEN-Score Professional Edition, allowing the financial professional to provide side-by-side comparisons of the client’s current WHEN-Score versus any number of viable, new scenarios. Learn More

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WHEN-Score™ Professional License Packs

WHEN-Score Professional License Packs are available to professionals who have a valid WHEN-Score License. A license pack allows professionals to distribute individual licenses to current clients or to use as a marketing tool to attract new clients. Learn More

 

 

 

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Level 3: WHEN-Score™ Artificial Intelligence (coming 2011)

WHEN-Score™ Artificial Intelligence (AI) is the single most advanced use of technology in the retirement planning market. It does what no other financial program can. Here’s how: Based on a person’s WHEN-Score, distinct new strategies are defined to extend their financial resources. Our AI program then selects best-case scenarios, allowing clients to learn, without product or service bias, how to increase the longevity of their financial resources.

 

This software will be available to qualified Registered Investment Advisors who provide their clients with a generic financial prescription of products to achieve their financial goals. Specific product providers are not mentioned. Individuals, then, can go into the financial marketplace and find the best product providers that support the strategies recommended by our AI technology.

 

 

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Level 4: WIN-Score™ (coming  2011)

WIN-Score is a journey beyond calculations and probability. Here, individuals build on their WHEN-Score by learning how to extend their retirement security as well as how to transform their relationship with money and wealth. It takes WHEN-Score to the next level, and ensures that WHEN-Score produces a WIN.

The WIN-Score clarifies three aspects of one’s financial life:

1) A person’s Wealth Aptitude, measured by both emotional intelligence and their effectiveness at financial decision-making;

                               2) A person’s immediate financial situation (WHEN-Score); and,
                               3) New strategies defined through the use of artificial intelligence.

The WIN-Score™ is delivered by Certified Financial Coaches™ and registered financial professionals who consult individuals about how to make decisions that emotionally and intellectually support their long-term objectives.