Program Overview

We offer two levels of participation in the program which affords advisors the opportunity to choose the plan that best suits their needs.

Our Gold Membership includes receipt of one copy of our Comprehensive Guide to Social Security Retirement Benefits and Social Security Claiming Strategies, online course, unlimited access to our team of experts, and a tool kit that includes a variety of condensed Social Security facts and graphics.

Our Platinum Membership includes all of the components of the Gold program as well access to our certification examination and designation upon successful completion of the same, as well as a free listing in our “Find a Strategist” search query designed to be used by the general public to locate our Platinum members.

Group discounts are available. Please contact Cheryl Robertson (855) 201-0449 to learn more. Kindly note, there is a $50 surcharge for the live classroom training.

Gold Membership
4 monthly payments of $130.00

Annual Renewal: $149.99



Benefits include:

  • Guide
  • Annual Update
  • Online Course
  • Tool Kit
Platinum Membership
4 monthly payments of $195.00

Annual Renewal: $299.99

Benefits include everything from the Gold Membership, PLUS:

  • Leads Listing on Website
  • Certification
  • Ask the Experts
  • Full Support