David Macchia is Founder & CEO of Wealth2k, Inc. An entrepreneur who has been working on the retirement income business opportunity since 2004, his expertise encompasses both academic theory and practical solutions. David is a founding member of the non-profit Retirement Income Industry Association (RIIA). He headed Member Services, was the organization’s Secretary for two years, and served on the RIIA Board from 2006- thru 2013.
David currently works with LIMRA as that organization’s Senior Consultant for Retirement Income. In this role David helps LIMRA members successfully navigate the complexities of retirement income business strategy, as well as introduce solutions that lead to practical business success.
David is the creative force behind Wealth2k’s retirement income solutions including The Income for Life Model®. He works with a number of companies to develop retirement income offerings including KeyBank, Pershing, Albridge, MassMutual, John Hancock, Securian, Mutual of Omaha and Securities America.
Prior to dedicating his efforts to retirement income, David accumulated significant experience in both marketing and product distribution. Research Magazine hailed him as a marketing guru for his innovations in marketing communications including web-based communications. In 2013 InvestmentNews named his Social Security Wise™ program the industry’s top retirement income communications platform.
From 1983 to 2007 David was in the business of wholesale distribution of life insurance and annuity products. His company was a leading producer of life insurance for several carriers including E.F. Hutton Life. For sixteen consecutive years, 1991 thru 2007, David’s organization led Aviva Life in the production of both life and annuity premiums.
David earned an MBA, with Honors, from Boston University Graduate School of Management. He holds the RMA™- Retirement Management Analyst professional designation. David is also a Board member of the March of Dimes, Massachusetts chapter.
David is a leading mind in the use of web-based technology and new media to improve education, productivity and compliance in the financial services industry. David’s vision has been reflected in articles published in Financial Planning, Structured Products Magazine, InvestmentNews, Investment Advisor Magazine, National Underwriter, Advisor Today, Life Insurance Selling, Broker World, Life & Health Advisor, and Wealth & Retirement Planner.
David is also a seasoned public speaker whom financial advisors consistently rate “best of program” and “excellent.” His keynote presentations include Pershing’s Customer Conference, Structured Products Association Annual Meeting, LIMRA Advanced Marketing Conference, National Association of Fixed Annuities, Financial Planning Association and the Retirement Income Industry Association Annual Meeting.
David can be reached at Wealth2K Inc., 75 Arlington Street, Suite 500, Boston, MA 02116. Telephone:(800) 200-9404, ext. 201. E-mail: firstname.lastname@example.org