WealthLogix review: pricing, features and client output
WealthLogix builds interactive IUL and FIA presentations that compare a policy with other places a client could put money. You can change the assumptions live while the client watches.
It is sold direct, from $119 a user a month billed yearly, with a 7-day trial.
- Best for
- IUL and FIA agents who adjust scenarios live in front of clients
- Type
- Interactive IUL and FIA presentations
- Lines
- Indexed universal life and fixed indexed annuities
- Price
- From $119 a user a month billed yearly
- Free trial
- 7 days, then it bills unless you cancel
- What the client gets
- A web presentation or a PDF
- Connections
- None. Upload an illustration PDF or a spreadsheet
- Contract
- Monthly or yearly, cancel any time
Our take
WealthLogix is a presentation tool for agents who sell IUL against taxable and pre-tax accounts. The tax and fee math is the strong part.
It isn't a proposal builder for P&C or group work. Its terms leave accuracy and suitability to you, so check every input.
Pay yearly to save 20%. The Team plan costs less per person once you have 4 or more agents.
Pros
- Change assumptions live with the client
- Tax and fee comparisons against up to 3 other places to put the money
- Historical rolling periods up to 55 years
- Web and PDF sharing
Cons
- $149 a month for one user, billed monthly
- Trial bills unless you cancel
- No refunds
- IUL and FIA only
Plans and pricing
| Plan | Billed yearly | Billed monthly | Who it's for |
|---|---|---|---|
| IndividualPer user | $119 | $149 | One agent |
| Team4 to 6 users | $357 | $447 | A small team, for one price |
| EnterpriseIMOs, BGAs and carriers | Quote only | Quote only | Group rollouts with onboarding and training |
Prices are a month in US dollars, as of October 2026, from wealthlogix.com. Every plan has the same features and no setup fee.
What it would cost you
Cost per month
First-year cost
Cost per presentation
Uses the Individual price per user. For 4 to 6 users, the Team plan's flat price is lower.
Good to know before you buy
- Your price stays locked while the subscription is active.
- Logins can't be shared beyond the seats you buy.
Lines and who it fits
- Type
- Interactive IUL and FIA presentations
- Products
- Indexed universal life and fixed indexed annuities, including income riders
- Built for
- Life agents, financial professionals, BGAs, IMOs and carriers
- How you buy it
- Direct, or through an IMO or BGA rollout
IUL is indexed universal life. FIA is a fixed indexed annuity.
What goes in
| Source | File types | How it gets in |
|---|---|---|
| Carrier illustrations | Uploaded to Comparative Analysis | |
| Comparison data | CSV, Excel or Google Sheets | Uploaded to Comparative Analysis |
| Assumptions | Entered fields | Typed in and changed live |
How it reads documents
- How it reads
- Takes an illustration PDF or spreadsheet in Comparative Analysis
- Who checks
- You. The terms make you responsible for accuracy, suitability and compliance
Comparisons it builds
- Side by side
- An IUL against up to 3 other vehicles
- Rows
- Growth, withdrawals, money left to heirs, fees and returns after fees
- Taxes
- Taxable, pre-tax and non-qualified money, with capital gains and fees
- Tools
- Separate screens for index strategies, taxes, a market-drop buffer, rider income and bond replacement
- Saved work
- Scenarios, carrier profiles and comparison portfolios
Life and annuity illustrations
- Historical runs
- 15 to 55 year rolling periods, showing the latest, worst, median and best results
- IUL stand-in
- Historical runs use a theoretical asset that stands in for an IUL
- Income riders
- Income Foundation shows guaranteed and non-guaranteed rider income against market portfolios
- Assumptions
- Hypothetical values and no guarantee of future results
Carrier names and logos only show which illustrations are covered. No carrier endorses WealthLogix.
Branding and disclosures
- Customizing
- Pick which charts and report pieces go in each presentation
- Live changes
- Adjust assumptions during the meeting
What the client gets
- Formats
- A web presentation or a PDF
- In the meeting
- Interactive charts you change as you talk
Integrations
WealthLogix lists no CRM or illustration system connection. Illustrations come in as PDF or spreadsheet uploads.
Users, security and privacy
Users
- One login for each seat
- Team plans for 4 to 6 users
- Group rollouts for downlines
Privacy
- You control your client data
- You keep ownership of uploads and scenarios
- Data deleted or de-identified when no longer needed
WealthLogix describes reasonable safeguards but publishes no security certifications.
Getting started
Start a trial or book a demo
7 days free, or a scheduled walkthrough.
Log in on the web
Nothing to install.
Upload an illustration
Or start from your saved scenarios.
Present live
Change assumptions as the client asks questions.
Support is by email, phone and text at 385-374-9100.
Contract and your data
- Term
- Monthly or yearly, billed ahead
- Renewal
- Renews on its own
- Canceling
- Any time. It takes effect at the end of the period
- Refunds
- None, except where law requires
- Your data
- You keep ownership of your uploads and work
From WealthLogix's terms of use, checked October 2026.
WealthLogix alternatives
- Annuity AlphaMembership from $229 a monthFIA income against a brokerage account, for the whole office
- AG Simulator$99 a month as part of a membershipBack-tested annuity simulations with training included
- Ensight PresentationsQuote onlyPresentations built from carrier illustration ledgers
- Polly$39 a month for up to 10 usersSimple web proposals for life and P&C
See every option in insurance proposal software.
Frequently asked questions
How much does WealthLogix cost?
Individual is $119 a month billed yearly or $149 monthly. Team covers 4 to 6 users for $357 a month billed yearly.
Is there a WealthLogix free trial?
Yes, 7 days. Cancel before it ends or it bills.
Can I upload a carrier illustration?
Yes, as a PDF in Comparative Analysis.
Does WealthLogix work for annuities?
Yes, for fixed indexed annuities and their income riders.
How we researched this review. We based this review on the pricing, terms and product pages published by WealthLogix, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan WealthLogix quit selling or a contract term that reads different now, let us know and send the link to the page where WealthLogix has it. Somebody here pulls up that page and checks it before we change anything on ours.