Membership Information
For Our Members
We provide educational materials in a “How To” format so that the new member can get an understanding of the dynamics involved to transition into this new paradigm of insurance design and planning.
Concept consultation comes with the membership benefit to assist the member through the reorientation process of transitioning to this concept, including our Benchmarking system for determining the basis of fees that can be developed on each individual case.
Our Newsletter which is published 4 times a year, contains information and articles related to comprehensive financial, estate, and business planning concepts. Interviews with members and industry leaders, along with points of interest round out the content.
Stinger Reports (E-mailed 6 times a year) supply strategies with the integration of fee-based insurance, keeps our members up-to-date in industry trends, planning developments, “red-flag” alerts on questionable planning strategies and product merchandising, as well as other news of interest.
Activities are scheduled throughout the year where members can get “hands-on” exposure to marketing and case development.
Our website contains an abundance of information and updates. Our “Members Only” section provides for proprietary planning concepts, fee developing techniques, Newsletter archives, and other tidbits.
“Practice~Link” is one of the most talked about advantages of membership. Practice~Link allows you to have an associate expert as part of your practice. Whenever there is a need for plan or policy analysis, advanced planning strategies, case development, etc., the member can access the experience and expertise of Mr.Maczuga.
We:
- Submit articles for publication, advertising, and PR
- Respond to articles that are erroneous in content, perception, trends, and impressions.
- Refer editors and columnist to our members, who, as a result of the referrals, have been quoted in numerous articles.
Member exposure is an integral part of our market development activity.
NOTE:
We do not control the members business or fee calculations, nor do we get "in the loop" between members and their clients. All policy submission activity is direct with the insurance carrier or B/D. Policy/case submission is available through the Network, but only when asked to do so by the member.
Membership
Membership provides an entry into the thinking process, concepts, theories, client education, case development, presentation techniques, materials, formats, policy analysis, and up-to-date topics for the advisor who is interested in advancing to a higher level of knowledge and fiduciary responsibility, bringing a transparent, fully disclosed, value-added dimension to their practice.
Independent Member
Membership Application Packet
This is our basic membership level, which provides you with all of the items listed above, under For Our Members.
An Independent member may upgrade at any time to Charter member and will get full credit for the initial dues that had been paid. Upgrade will continue until the end of the initial Independent 12-month membership period.
Annual ‘Independent’ Membership Dues: $200
Charter Member
Membership Application Packet
This is our Mentoring membership level, suited to the advisor/planner who is Seriously committed to expand their capacity in comprehensive financial planning with the integration of advanced planning concepts and implementation of fee-based insurance when necessary.
This membership provides you with all of the items listed above, under For Our Members.
In addition, Charter Members: A) Receive discount registrations at all workshops, seminars, and conferences B) May be selected for interviews in the Newsletter C) May be asked to contribute articles to the Newsletter.
As part of their new membership packet, they will also receive the 'Charter Member' CD-Rom, which includes: FAN Marketing material; The “3 C’s New Paradigm of Policy Analysis” with case samples and integrated Excel presentation format; The PowerPoint presentation for seminars and/or one-on-one client presentations.
Annual ‘Charter’ Membership Dues: $450
Subscribing Members
Professionals who are registered representatives with a Network sponsoring broker/dealer become a Subscribing Member when their broker/dealer becomes a sponsor.
Subscribing Members can upgrade to Charter Membership for $250.00 / year....a $200 discount!
Refer to ‘Sponsor’ link (sponsoring firms).
For more information, please call us at our toll
free number 1-888-854-0931.
We would like to hear from you.
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