PLANMAGIC CONSULTANT REGISTRATION
Welcome to the consultant's registration page that enables you to register as a consultant for a PlanMagic product. Please select the consultant's level (the more customers served during the year, the higher the level) and 'Proceed' to be forwarded to a secure server where you can use your PayPal account, checking account, VISA, MasterCard, American Express, Discovery, Diners Club, JCB card, or wire transfer to purchase the required consultant's license. Online payments are safely processed by SSL secured servers using the latest encryption technology.
These are the payment options:
![]() You can use your PayPal account or credit card to pay. |
If your country is not in the list of PayPal, you can also use our Official Retailer 2CO to order. You can use ALL major credit cards and debit cards with Visa or MasterCard logo. |
If your country is not in PayPal's or 2CO's country list, or you do not have a debit/credit card or PayPal account, you cannot pay online. You can order and use a bank wire transfer to pay. |
To register as a PlanMagic Consultant, you must have purchased one or more PlanMagic products.
If you have not yet purchased a PlanMagic product, CLICK HERE... do so now, and make sure to check the consultant checkbox and select the correct consultant level.
If you are a registered user, please complete the details below to continue.
CONSULTANT LICENSES
This extended license agreement is available for consultants, CPAs, business advisors, and others using our product(s) for writing plans or performing financial planning for third parties. This is an extension to the EULA and requires renewal on an annual basis as follows:
- Level 1 : up to 10 clients - $50 p/year
- Level 2 : up to 25 clients - $100 p/year
- Level 3 : up to 50 clients - $150 p/year
- Level 4 : up to 100 clients - $250 p/year
- Level 5 : more than 100 clients - $450 p/year
Some benefits of registration:
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In addition to the consultant license, registered consultants receive a complimentary listing in the PlanMagic Consultants Directory for the duration of the license.
The directory attracts hundreds of potential customers each month and will more than pay back the consultant license fee. -
Some things in the financials are less restricted, such as the number of workbooks that can be used.
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Multiple products can be purchased.
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More plan templates can be purchased for clients.
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Peace of mind regarding the lawful application of the PlanMagic product(s).
Secure server ordering
Browser communication with our secure order forms is protected by 128-bit encryption according to the RSA SSL security mechanism, the most widely used security protocol on the Internet today. Our order forms will also soon support Secure Electronic Transaction (SET) compliant credit card payments. This means you can rest easy knowing that all order processing and transactions are secure using the newest available technologies.
Privacy
It is company policy that our customer databases remain confidential and private. We have not, will not, and won't ever sell names to third parties who would like to use our databases to advertise or solicit their products or services.



