© 2019 Wealth2k, Inc. All rights reserved. UpSellerate is a trademark of Wealth2k, Inc.

Campaigns & Pricing

What's your preferred market?
Go after it with UpSellerate!

Investment Advice for Women (Female Advisor)

"Smart mail" postcard, Women Face Special Financial Challenges."

"Facebook video ad for female advisors, "Women Face Special Financial Challenges."

Retirement Income Planning

"Smart mail" postcard, "He Doesn't Know his Income."

"Smart mail" postcard,

Don't Run Out of Money."

Social Security Planning

"Smart mail" postcard, "Social Security: Make a Wise Decision."

"Facebook video ad: "Thinking About Social Security."

Retirement Income Planning

"Smart mail" postcard, "Social Security: Make a Wise Decision."

"Facebook video ad: "You've Saved"

Life Insurance Planning

Postcard: Tax-Free Income?

Yes. From Life Insurance."

"Facebook video ad: "Tax-Free Income? Yes. From Social Security."

Fixed Indexed Annuity

"Smart mail" postcard, "An Annuity for Lifetime Income."

"Facebook video ad: "Annuity: The Upside Without the Downside"

When you become an UpSellerate member, you select your campaign from among several available  campaigns. Wealth2k will then personalize your video and postcard. If you wish to pursue a market that Wealth2k has not yet addressed,  we will develop a new campaign that meets your specific goals and objectives.
Check back regularly to see new campaigns as they rollout.

UpSellerate  Turnkey Prospecting Campaigns

As low as $0.64 per prospect for everything. 

Write the check and everything is done for you. 

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Pricing Structure

GOLD

2,500 Prospects

7 ,500 Mailers

$0.74 per prospect

(3-month campaign $5,539)

  • 3X printing and mailing of 2,500 5.5 X 8.5 Postcards

  • 7,500 total mailing pieces

  • Personalized Facebook video ad

  • Targeted mailing list

  • Printing and handling

  • Behavioral retargeting

  • Landing page

  • Telephone response with tracking

  • Mail tracking

  • 3X printing and mailing of 6,000 5.5 X 8.5 Postcards

  • 18,000 total mailing pieces

  • Personalized Facebook video ad 

  • Static image ad 

  • Targeted mailing list

  • Printing and handling

  • Behavioral retargeting

  • Landing page

  • Telephone response with tracking

  • Mail tracking

  • ​3X printing and mailing of 10,000 5.5 X 8.5 Postcards

  • 30,000 total mailing pieces

  • Personalized Facebook video ad

  • Static image ad

  • Targeted mailing list

  • Printing and handling

  • Behavioral retargeting

  • Landing page

  • Telephone response with tracking

  • Mail tracking

DIAMOND

6,000 Prospects

18,000 Mailers

$0.68 per prospect

(3-month campaign $12,696)

PLATINUM

10,000 Prospects

30 ,000 Mailers

$0.64 per prospect

(3-month campaign $19,211)

Prices shown do not include any applicable sales tax.

Join UpSellerate

Become a member.

Then pay only for actual mailing/printing/ad costs.

Access to UpSellerate is reserved for MEMBERS ONLY. Once a member, you pay only for printing/mailing/ad costs.

There is no up-charge by Wealth2k. To become a member you must meet one of these two criteria:

  1. Be a licensee of The Income for Life Model, then pay the discounted annual UpSellerate membership fee of  $1,000/yr. You can license The Income for Life Model at a discount of 20%. Visit www.wealth2k.com/discount

  2. Pay the $2,500 annual membership fee that applies to individuals with no IFLM license. The minimum term for both options is one year.

Want to talk about UpSellerate  ?

Complete the form and we'll contact you.

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Contact Us

 

Wealth2k, Inc.

75 Arlington St., Suite 500, Boston, MA 02116

TEL: 781-989-5200  |  SUPPORT@WEALTH2K.COM

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