The Financial Literacy Quiz: A Brand New Tool on America’s Money Knowledge. Now available for WWONE Pro members!
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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:
Complete Agent Training
Fast Start Asset Library
Fast Start Presentations
Dashboard Digest
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$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:
Everything in Basic Plan
All Agent Websites (WealthWave, HowMoneyWorks, e2E)
Fast Start Presentations
Dashboard Digest
Choose Add-Ons
WealthWave Email Address
$
8
/month
- 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
$
8
/month
- Secure "yourname@howmoneyworks.com"
- Full Google G-suite
- 5GB storage
Email Marketing
$
19
/month
- 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
$
10
/month
- Track which courses your team members are taking
- See when team members begin new courses
- View completion progress for each team member
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Congratulations, you’ve got the Pro Plan!
You now have access to personalized websites and full assets, presentations, and calculators.
Add-On
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.
Add-On
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.
Add-On
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.
Add-On
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.
WealthWave Email Address
HowMoneyWorks Email Address
Email Marketing
Agent Training Team Control
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.
WealthWave Email Address
HowMoneyWorks Email Address
Email Marketing
Agent Training Team Control
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:
WealthWave Email Address
HowMoneyWorks Email Address
Email Marketing
Agent Training Team Control
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.
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Where Do You Stand Financially? Discover It in 25 Questions
It’s time to lead the conversation on financial literacy.
Most people have no idea where they truly stand when it comes to their finances. Their decisions are often shaped by outside forces—employers, banks, benefit managers—leaving them with little control over their financial future. That’s where you come in.
The Financial Literacy Quiz
This simple 25-question quiz gives an insightful snapshot of someone's financial literacy across five core areas:
- Building Wealth
- Managing Resources
- Protection & Risk Management
- Understanding Financial Systems
- Education & Guidance
By identifying strengths and areas for growth, the quiz creates a natural opportunity for meaningful follow-up—whether it’s a conversation, a coaching session, or a customized financial strategy.
Explore the Full Financial Literacy Quiz Collection
We’ve created everything you need to share the quiz this month and beyond, including:
- Eye-catching social media graphics
- A printable explainer PDF
- Talking points and follow-up scripts
- A shareable link to the quiz
- Access to the Financial Literacy Index™
💡 Evergreen, Not Just April
While the campaign kicks off during Financial Literacy Month, this resource is designed to be used all year. Plug it into your workflow, use it at events, or share it with new prospects.
The more people understand about money, the more they can take control of their future. It all starts with one quiz.
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