About Circle of Wealth®
The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The supporting applications excel as “Visual Storyboards” to help the...
The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The supporting applications excel as “Visual Storyboards” to help the advisor clearly communicate the many ways to improve the efficiency of a client’s wealth during accumulation and retirement distribution. The visual storyboards cover over 100 individual financial concepts such as taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, retirement planning, and many more.
Apr 14, 2024
Version 2024.4.13
Tax rates updated for TY 2024
Previous Versions
Here you can find the changelog of Circle of Wealth® since it was posted on our website on 2023-09-06 19:04:32.
The latest version is 2024.4.13 and it was updated on 2024-04-19 17:04:46. See below the changes in each version.
Circle of Wealth® version 2024.4.13
Updated At: 2024-04-14
Changes: Apr 14, 2024
Version 2024.4.13
Tax rates updated for TY 2024
Circle of Wealth® version 2024.3.19
Updated At: 2024-03-20
Changes: Mar 20, 2024
Version 2024.3.19
Side-by-Side PEM view in Financial GPS
PEM 101 Storyboard
Reporting improvements and bug fixes
Circle of Wealth® version 2024.1.27
Updated At: 2024-01-28
Changes: Jan 28, 2024
Version 2024.1.27
Official 2024 release.
Includes a new greatly enhanced Financial GPS, Capital Equivalent Value, and IUL Cost Comparison calculator storyboards.
Circle of Wealth® version 2023.7.12
Updated At: 2023-07-13
Changes: Jul 13, 2023
Version 2023.7.12
Several minor storyboard tweaks and bug fixes.
Disclaimer
Official App Store Link
We do not host Circle of Wealth® on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for Circle of Wealth® is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
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