Create an Account

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.

To setup your own professional account, please complete the form below. You will need a valid email address and your agency’s Customer Code. Your User Name must be a valid email address.

First Name: *
Last Name: *
Address1: *
City: *
State: *              Zip: *
Phone: *

Customer Code: * (Ask your agency to give you their customer code)
Email: * This will be your User Name
Delivery Method:

Set Password: *
Confirm Password: *

If you forget your password, this website includes functionality to email your password to you upon request. Before doing so, the website will ask you the question you specify below, and your answer must match the answer you specify below. For example, let’s suppose you were born in July. You could specify your question as “In what month were you born?” and the answer would be “July”.

Forgot Password Question: *
Forgot Password Answer: *

To complete the registration, enter the words displayed separated by a space, then click the Register button.
* Indicates Required Field
** User Name must be a valid email address. A confirmation message with a validation link will be sent to your email address. You must click the link to activate your account.
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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.