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Standard Partnership Subscription
SUBSCRIPTION FEATURES
What's Included?
Comprehensive Course Access
Access to ALL current and future courses for the duration of your membership
Exclusive Discounts to Offer Clients
Exclusive 20% discount code on Committee Membership to share with your plan sponsor clients
Engagement Reporting
Quarterly reporting on committee member engagement
Marketing Support
Marketing tools and templates to use to drive client awareness
Purchase Bulk Fiduciary Training Essentials Course
Ability to purchase bulk Fiduciary Training Essentials course for clients at a 55% discount
Branded Landing Page
Firm-branded landing page with auto discount added to use exclusively with your plan sponsor clients
Exclusive Course Content
Access to key insights, talking points, positioning and Q&A for each course
