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Financial Horizons | Special arrangement

Talk to more prospective clients in your area.

Get at least 10 exclusive opportunities per month, 
guaranteed, and a special offer only for Financial Horizons agents.
Financial Horizons exclusive offer

By special arrangement, you will receive:

  • At least 10 exclusive, in-state prospective clients per month
  • Bonus households delivered throughout your first quarter
  • Exclusive live weekly coaching with Financial Horizons peers
  • Software, CRM, sales scripts, webinars, and so much more
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EXCLUSIVE COACHING FOR FINANCIAL HORIZONS

By special arrangement, Financial Horizons-affiliated agents receive exclusive private coaching directly from Planswell leadership on a weekly basis. Whether you've onboarded with Planswell or are just kicking the tires, you're welcome to join these sessions.
CLICK TO REGISTER
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your next clients

The Average Qualified  Prospect 

  • Insurance recommendations in hand
  • Median age: 48
  • Located within your province
  • Social media user
  • SMS-validated phone number
  • EXCLUSIVELY assigned to you
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Why Planswell

The ideal solution for Financial Horizons agents

Planswell Phone
  Others Planswell
Guaranteed monthly prospective clients 10+
Exclusivity
Software & CRM
Unique referral link
Call scripts
Weekly training & support
Cancel anytime
JOIN OUR MISSION

No Contract | Transparent Pricing

Give us a try for no risk. If you don't like what you see, we'll refund your money.info-2

All plans include Plancraft, our powerful suite of financial planning tools and support resources:
check-2  Proprietary financial planning software
check-2  Unique referral link to build plans at no extra cost
check-2  Live weekly expert-led networking groups with other advisors
check-2  Exclusive sales coaching

Green

$748 CAD/month

  • 10 exclusive households per month delivered in real-time
  • 1:1 coaching and group training
  • Great for advisors maintaining growth
  • +$199 Setup Fee
Gold

$1,398 CAD/month

  • 25 exclusive households per month delivered in real-time
  • Meeting booking assistant, starting month three
  • 1:1 coaching and group training
  • Great for advisors with moderate growth plans
  • +$199 Setup Fee
Platinum
RECOMMENDED

$2,698 CAD/month

  • 50 exclusive households per month delivered in real-time
  • Meeting booking assistant, starting month three
  • 1:1 coaching and group training
  • Great for ambitious advisors seeking aggressive growth
  • +$199 Setup Fee
Platinum Plus

$5,299 CAD/month

  • 100 exclusive households per month delivered in real-time
  • Meeting booking assistant, starting month three
  • 1:1 coaching and group training
  • Great for advisors growing billion dollar books
  • +$199 Setup Fee