Membership Tiers
Unlock Your Financial Potential
Choose the level of access that fits your goals. From advanced wealth tools to business building strategies.
Standard Access
Essential tools for basic financial planning and insurance needs.
$0/month
- Basic Life Insurance Calculator
- Standard Quote Request
- Access to Public Blog
- Monthly Newsletter
- Email Support
- Public Webinar Access
Most Popular
Private Client
Exclusive access for high-net-worth individuals, doctors, and athletes.
$49/month
- Advanced IUL Wealth Simulator
- Unlimited Scenario Saving
- The Vault (Exclusive Case Studies)
- Quarterly Market Briefings
- Priority Consultation Access
- Tax-Free Retirement Strategies
- Private Client Portal
- Direct Phone Line Access
All plans include a 14-day money-back guarantee. Need a custom enterprise plan? Contact us.
What You Get With Each Membership
Detailed breakdown of benefits and resources available at each membership level
Standard Access Benefits
- Access to basic life insurance calculators and quote request forms
- Monthly newsletter with financial tips and market updates
- Public blog articles on wealth building and insurance strategies
- Email support for general inquiries (48-hour response time)
- Access to public webinars and educational content
- Downloadable financial planning guides and checklists
Private Client Benefits
- Advanced IUL Wealth Simulator with unlimited scenario modeling
- Access to The Vault: exclusive case studies from $1M+ policies
- Quarterly market briefings and tax-free retirement strategies
- Priority consultation scheduling (within 24 hours)
- Private client portal with secure document storage
- Direct phone line to your dedicated advisor
- Personalized wealth building roadmap and annual review
- Invitation to exclusive client events and networking opportunities
Business Builder Benefits
- Complete Agency Building Blueprint with step-by-step implementation
- Proven sales scripts, objection handlers, and closing techniques
- Marketing asset library (social media templates, email sequences, landing pages)
- Monthly group coaching calls with Dr. Trotter and guest speakers
- Lead generation strategies and referral partnership frameworks
- Commission structure training and contract negotiation guidance
- Back office support for licensing, compliance, and carrier appointments
- Access to private Business Builder community forum
- Quarterly in-person mastermind retreats (travel not included)
Not Sure Which Plan is Right for You?
Schedule a free consultation to discuss your financial goals and find the perfect membership level