We offer two levels of participation in the program which affords advisors the opportunity to choose the plan that best suits their needs.  The chart below highlights the benefits associated with each level of membership beginning with our Gold Membership which 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, and our Platinum Membership which 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 (508) 644-0189 to learn more.  Kindly note, there is a $50 surcharge for the live classroom training.


 Online Program Fees

Annual Renewal




* Gold Membership (Single Payment) – $499.99  Automatic Annual Renewal of $149.99

** Gold Membership (Payment Plan) – $520.00  – 4 Monthly Payments of $130.00Automatic Annual Renewal of $149.99




* Platinum Membership (Single Payment) – $749.99  Automatic Annual Renewal of $299.99

** Platinum Membership (Payment Plan) – $780.00  – 4 Monthly Payments of $195.00Automatic Annual Renewal of $299.99