In August we scratched the surface. Live with Tom Hegna and Kristen Cooper: the CD Killer, the Tax Scorecard, the Retirement Buffer and Policy Comparison. Free, and capped at 500 seats.
Details and registrationWealthLogix is web-based presentation software for insurance agents and financial advisors who work with indexed universal life (IUL) insurance and fixed index annuities (FIAs).
It turns illustrations and market history into interactive charts you build with your client, right in the meeting. They don't just hear about the strategy. They see it.
Licensed life and annuity agents and financial advisors, from one-person shops to teams. Team plans cover 4-6 users.
IMOs, BGAs and carriers can make WealthLogix available to their agents. Talk to us about an enterprise arrangement.
Individual plans are $149 a month billed monthly, or $119 a month billed annually, a 20% savings.
Team plans for 4-6 users are $447 a month billed monthly, or $357 a month billed annually.
IMOs, BGAs and carriers can contact us about enterprise pricing. See Plans for everything that's included.
Yes. Every plan starts with a 7-day free trial. Unless you cancel before it ends, it converts to the plan you chose.
WealthLogix members get support by text, phone and email, plus one-on-one training and a weekly live Roundtable Session.
Call or text 385.374.9100, or email hello@wealthlogix.com.