Thank you for setting up an account for HEAP™
(
Search for “HEAPLAN” in the app store to find the app!)

Use the online software instead of the app!

If you want to use the HEAP™ software on your computer instead of the mobile app, click on the following link:

https://heaplan.com/client/authentication/login

YOUR ACCOUNT MAY NEED TO BE APPROVED TO BE ACTIVATED

Lead Generation/Value Added Tool

If you are an advisor (insurance agent, financial planner, or CPA), HEAP™ is terrific tool offer new and existing clients. There are firms out there charging consumers $3,500 for similar software and you can use it with your clients or let them download the app for FREE!  If you want to use HEAP™ as tool to pick up new clients or with existing clients, email Roccy DeFrancesco directly at roccy@thewpi.org or give him a call at 269-216-9978.

If you have any questions about using the app, feel free to contact at info@heaplan.com.

The H.E.A.P™ Team
Copyright © H.E.A.P™