Access the Professional Software

To gain access to the professional version, financial professionals must be associated with an insurance carrier or marketing organization that has purchased a license for the professional version of Wealth & Income Planner.

If you are new to this site, please register for an account. You will need a valid email address, and the owner of the license will have given you a Customer Code to use on this site. Please make sure you have a Customer Code before you register for this site.


Username: (Usually your email address)
Password: Forgot your password?


Register for an account
 


Use of this software is for estimating and educational purposes only and it is not intended to represent a comprehensive financial plan or to provide specific tax or legal advice.