Pricing Plans
Whether you're just getting started or ready to scale an empire, there's a plan built to match your hustle. Each level unlocks tools, trainings, and resources designed to help you attract more clients, close more business, and build real freedom through financial education.
Pro plan
$99
MONTHLY
7 Day Free Trial!
For new agents who need fast wins and client attraction tools.
General presentation
Prospect & Client Flyers
How to courses
Sales technique PDFs
Content library
Case Studies
Much more
🟩 Perfect for: Agents still getting licensed or building part-time.
certifed Closer PLAN
$299
MONTHLY
For agents ready to master the presentation and level up.
Everything in Pro, PLUS:
Access to work out of Wealth Center Daily.
20+ closing decks (IUL, annuities, retirement, etc.)
Advanced script vault: objections, follow-ups, transitions
Full eBook & educational resource access
“Client Closer” case study video library
Weekly live advance course with closers
🟦 Perfect for: Licensed agents looking to double their income/make 6 figures.
Builder PLAN
$$$
MONTHLY
Plan Currently unavailable.
For entrepreneurs scaling a team and a lifestyle.
Everything in Closer, PLUS:
Full TWC access
Webinar & event hosting toolkit
Wealth Asset strategy guides
Personal brand & automation training
Early tool access + beta tester badge
Custom Agency Plan
🟥 Perfect for: Builders, leaders, and those chasing 7 figures.
The NMW plug in system is in beta testing mode. The full release of the membership system is January 1, 2026. The current pricing is heavily discounted. The Pro plan and the Closer plan price will increase after the system has fully launched on January 1, 2026. At full launch of the NMW plug in system we will have 2 new plans. An entry level plan starting under $99 aimed at providing info and tools called The Starter plan. Also an advance plan with a full suite of marketing, automation and business tools designed for agencies looking for a custom system called The Empire plan. More to be announced in the future. New Modern Wealth's goal is to provide an unprecedented level of value for the fraction of the cost of any competitor. If you have any questions please contact us directly.
🧰 Tools
Done-for-you marketing flyers, presentations, and plug-and-play content that help you attract, convert, and retain clients — fast.
📚 Education
Step-by-step courses, ebooks, and workbooks that break down complex financial concepts and help you educate clients with confidence.
🧠 Training
Live and recorded coaching sessions from top-producing agents who share what’s working now — so you can duplicate results and grow faster.
💼 Systems
Scripts, funnels, automation guides, and business playbooks to help you operate like a CEO and build a scalable, freedom-driven agency.
Why We built This?
New Modern Wealth plug in system was built to equip agents to educate families, close with confidence, and build legacy-driven businesses.
This platform is more than tools — it’s a mission:
To help hardworking entrepreneurs build freedom, spread financial literacy, and change lives one policy at a time.
“When I got started in this industry, I didn’t have a system like this. I had to figure out how to attract clients, close deals, and grow my business the hard way — through trial and error. That’s why I built this platform: to give life insurance agents access to the exact tools, scripts, and strategies I personally used to make over $200K in a few months. You don’t have to guess. Plug in and grow faster.”
Joe Walker III
“As a woman in financial services, I know what it’s like to walk into a room where no one expects you to win — and then outwork, outlast, and outshine the room. I helped build this platform to empower other women, moms, and go-getters with the exact tools we used to create freedom for our family. You don’t need to figure it out alone. You just need a system that believes in you — and that’s what New Modern Wealth is.”
Crystal Walker
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