Build Your Wealth Business. Master the Tools. Close with Confidence.
The all-in-one membership platform built to turn licensed agents into elite closers and business builders.
👉 Join the Wealth Agent Movement —
100 Founding Members by End of Q4
Get instant access to the presentations, scripts, content, training, and tools used to close over $200K+ in 5 months — now made available to you.
🔒 No contracts. Cancel anytime.
📲 Mobile friendly. Tools at your fingertips.
✅ Designed by agents. Built to scale.
[🟢 Join Now – Starting at $99/mo]
[📖 See What’s Inside]
This is for you if you're a:
New or licensed agent who wants more clients, confidence, and commissions
Builder ready to recruit, train, and scale a winning team
Hustler tired of winging it with no system or strategy
Dreamer who wants to turn this into a 6- or 7-figure business
💬 “You may not come from a wealthy family… but a wealthy family can come from you.” — Joe & Crystal Walker III
Capture, Nurture and Close Leads Easily & Efficiently
It's not what works, it's what duplicates.
Our All-In-One Platform
Plug and play marketing flyers
Eye-catching, customizable flyers designed to help you attract ideal clients fast — no design skills needed.
20+ sales presentations
Ready-to-use slide decks covering IULs, annuities, retirement, mortgage protection, and more — built to educate and close.
Scripts that close
Prospecting, objections, and referral scripts proven to convert — speak with confidence in every conversation.
Ebook & content library
Educate clients and build trust with powerful digital resources you can send before or after your meetings.
Exclusive Weekly Training
Real strategies from real producers — so you can level up every single week.
Courses & Workbooks
Step-by-step training designed to help agents master the money game. Each course breaks down complex financial strategies into simple lessons, while downloadable workbooks turn knowledge into action — helping you apply what you learn, build your business, and close more clients with confidence.
Coming Soon!
New Modern Wealth plugin system is in the beta
version. The full release with many new features will
be Jan 2026.
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.
Connect With Us
WHY IT WORKS
Built by top producers — tested in real-world client appointments
All-in-one system — no more scrambling to make content or slides
No fluff — just the real tools that move the needle
Community-driven — stay plugged into a mission-driven network
Is this only for licensed agents?
Anyone can join, but Closers & Empire tiers are best for licensed agents.
Do I need tech skills?
Nope. We've made it plug-and-play. Copy. Paste. Close.
Can I cancel anytime?
Yes- cancel or downgrade anytime with one click.
Can I upgrade later?
Absolutely. Scale at your own pace.
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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