Profile information
Add your headshot and personal contact information.
Choose Plan
Basic
Free Forever
The Basic Plan is for new agents to get started fast. It’s also perfect for anyone who wants to stay up-to-date on everything going on inside WealthWave.
Includes:
Pro
$49/mo
The Pro plan is recommended for all agents. It’s as a powerful suite of marketing, sales, and training tools that can help you advance your business to reach the goals.
Includes:
Choose Add-Ons
WealthWave Email Address
- If you already have a WealthWave email address, add this Add-On anyway. You'll continue to have your email address included with your account.
- Full Google G-suite
- 5GB storage
HowMoneyWorks Email Address
- Secure "yourname@howmoneyworks.com"
- Full Google G-suite
- 5GB storage
Email Marketing
- Full email marketing, list management
- Automated campaigns (birthdays, anniversaries)
- Landing pages, click funnels, multi-leg campaigns
- Pre-approved email, campaign, landing page templates
Agent Training Team Control
- Track which courses your team members are taking
- See when team members begin new courses
- View completion progress for each team member
Congratulations, you’ve got the Pro Plan!
You now have access to personalized websites and full assets, presentations, and calculators.
WealthWave Email Address
This Add-On gives you access to your wealthwave.com email address. Copy and paste this web form link into a browser — https://forms.gle/roynvv7ve2qXjjLa8. It will require that you log into an existing Google account that you already have. Then fill out the form to request your WealthWave email address setup instructions.
HowMoneyWorks Email Address
This Add-On gives you access to your howmoneyworks.com email address. Copy and paste this web form link into a browser — https://forms.gle/pCMqJMRHg24nt7iF6. It will require that you log into an existing Google account that you already have. Then fill out the form to request your HowMoneyWorks email address setup instructions.
Email Marketing
You now have access to WealthWave Campaigns, our full-scale email marketing suite. To access this feature, click "Email Marketing" in the left navigation and then click the "Launch WealthWave Campaigns" button at the top of the screen.
Agent Training Team Control
When users add your email address to their "Upline Leader" field during the WWONE sign up process, you'll now see their course status and progress. Click "Training" in the left navigation to view your team members' course data once they've added you as their "Upline Leader."
You are cancelling an Add-On.
You will lose this add-on's functionality if you proceed.
You cancelled an Add-On.
Access to this functionality will expire at the end of your paid plan period. You can add this Add-On back at any time from the Plans & Pricing page.
You are cancelling your Pro Plan.
By cancelling the Pro Plan you will also lose the following Add-Ons—they will still be available through the end of your current paid plan period:
You cancelled your Pro Plan.
Your WealthWaveONE account has been cancelled and will no longer be available after the end of your paid plan period. You can always return to WealthWaveONE to create a new account, but you will not be able to access data from your current account.
Your Monthly Costs
User Settings
Update your email address and password for your account below.
Update Email Address
This is your username and also the email address where we will send alerts and notifications.
WealthWaveONE Calculators Overview Document
Get up to speed on how to use the WWONE Calculators—powerful tools for almost any client scenario!
Have you started using the Calculators in WWONE yet? They can elevate your client and team experiences and help facilitate sales. Use this overview document to get the basics on how the calculators work and can be applied to your sales cycle. The overview goes into each calculators' purpose and value as well as providing short examples that give you the basics for how to leverage them in powerful scenarios.
Here's a quick example, referencing the Retirement Income Calculator:
"Retirement Income Calculator
This can help you estimate the monthly income you may receive in retirement based on your current and expected retirement savings. If you think you will need more, this calculator will help you understand what adjustments you may need to make.
Sylvia is 49 years old and plans to retire at 65. She wants to know if her current savings and monthly contributions will provide her a desired $5,000 monthly income in retirement. Sarah can input her current savings, expected returns and monthly contributions to determine if she's on track."
The calculators can be accessed in the "Calculators" area in the lefthand menu.
You can also download the overview document available at any time inside the Assets area.
Start utilizing the calculators in your business today.
Hand-Holding 1-on-1 Account Setup—Getting Started with WWONE Has Never Been Faster and Easier
Go ahead. Take our hand and trust us. We're here for you. (Oh boy, we made it weird already). Hand-holding account setup is your chance to have our inside team lead you personally through the set up process of WealthWaveONE. It's quick, efficient, effortless... and totally not awkward.
.svg)
New Billing Features in Your WWONE Account - Payment Info & Invoices
Now available in your WealthWaveONE account area are 2 new capabilities—Update Payment Info and View/Download Your Invoices
New Partner Materials—XCEL: Online Insurance License Courses
Now available—downloadable materials from XCEL, one of our license course partners. Get their step-by-step to purchase guide and their ste[s to success walkthrough documents.
WealthWave ONE is the one place for WealthWave leaders to access training, marketing, and all the resources they need to build their businesses and become successful.