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What subscription plans do you offer?

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Circle of Wealth® is licensed to individual “producers” and each “producer” using our system must have their own subscription.  We do offer group subscription plans for 5 or more producers.  Below are our subscription plan types:

Advisor (Agent)

  • Individual subscription paid by the individual, owned by the individual
  • New subscriptions have a $400 start-up cost
  • No contract
  • Payment options: monthly at $99 per month or annually at $999 per year
  • No transfer of subscription

Teams

  • Groups of 5 to 19 subscriptions paid by the organization, owned by the organization
  • The start-up cost is waived
  • Requires an annual commitment
  • Payment options: monthly at $99 per month or annually at $999 per year
    • 10+ subscriptions receive a 10% discount
  • The owner can transfer subscription(s) within the organization

Enterprise

  • Groups of 20+ subscriptions paid by the organization, owned by the organization
  • The start-up cost is waived
  • Requires an annual commitment
  • Payment options: monthly and annually; amount to be determined based on a minimum guarantee
  • The owner can transfer subscription(s) within the organization
  • Group onboarding available
  • Software branding and custom presentations are available
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