Advisor sign-in
SIGN UP BY MIDNIGHT FRIDAY, OCTOBER 16, 2026 · LOCKED FOR AS LONG AS YOU STAY

Academy pricing. Locked for as long as you stay.

Sign up by midnight Friday, October 16, 2026. Same three plans, the Academy price.

The math

Basic

The two single-year calculators and the onboarding video. Annual, paid up front.

Up front—annual only
Monthly—annual only
Year, paid in full$1,200
Sign up for Basic →
  • Conversion Snapshot
  • Annual Conversion Calc
  • Onboarding video
The business

Pro

The Rothalyzer, the three client documents, the Net Income Planner, the Content Library, the Boot Camp for your clients, and the expert on your cases.

Up front$1,200locked, by the deadline
Monthly$250
Year, paid in full$3,000then $2,500 every year after
Sign up for Pro →
  • The Rothalyzer and the three client documents
  • Net Income Planner and Strategy Comparison
  • Prospect manager and client fact finder
  • PowerPoint client deck
  • Client Boot Camp with your code
  • Content Library: social, mailers, seminar decks
  • The Roth conversion expert on your cases
Organizations

Enterprise

Ten or more producers under one organization: central content, per-producer pages and codes, one bill, one approver, the expert bench across the group.

Up frontContact us
MonthlyContact us
Year, paid in fullContact us
Contact us →
  • Everything in Pro, for every producer
  • Central content, per-producer pages and codes
  • One bill, one approver
  • The expert bench across the group
This is the Academy screen. See retail pricing · the standing IAMS price
Add-on · Pro and Enterprise

Social, done for you

Becky runs your pages: organic posting, boost management, and your newsletter. You choose the ad spend on your own card.

Setup, once$2,000
Monthly$1,000
Ad spendyour choice, on your own card

Prices are per advisor. Annual plans are paid up front and renew at the same price for as long as you stay on the service. The expert works your cases on the Pro and Enterprise plans. Ad spend for the social add-on is yours, on your own card.