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The Professional Advantage of the Collegiate Benefit

At The Collegiate Benefit, we are dedicated to helping students get the most out of their college experience. Our mission is to provide the guidance and support financial advisors need to deliver high-value college admissions counseling and financial aid services to their clients. We work with a variety of partners to ensure that our services are top-notch and our clients receive the best care possible. With our expert team by your side, you can rest assured that you will get the most out of your college education.

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The Collegiate Benefit is a total solution financial wellness program that fits like a puzzle into your practice.

for financial advisors 

for account holders

for financial institutions

01

Become The Most Trusted Advisor

  • Get Appointments – use Collegiate Benefit to meet with new prospects and drive out your competition

  • Increase New Product Sales/Assets – introduce Collegiate Benefit to existing clients and add new products to their portfolio and accumulate assets

  • Maintain High Retention Rates – clients accumulate additional discounts by maintaining policies and managing assets under you

  • Measurable Results – for a nominal fee, provide tuition discounts to clients for referrals, meeting each year,
    and managing assets

02

Everyone Needs A Hero

Since the financial aid process is often overwhelming, we take the guesswork out of it for our clients. Our competitive advantage lies in being able to offer financial aid counseling expertise as part of our retirement planning services. Our team understands the importance of integrating financial aid guidance into the retirement planning process, and we'll work with you every step of the way. We strive to ensure that our clients understand all of the options available to them, and we remain dedicated to helping each and every family make informed financial decisions that best meet their needs. So if you’re looking for a financial advisor you can trust, contact The Collegiate Benefit today.

03

Fastest Way to Accumulate AUM

 Total Transparency

  • Participating colleges starting in 9th grade

  • Colleges are interested in students from our database because they come from working families, who are thinking about, and planning early, for college. When you screen students on that basis you find:

    • Students have higher grades and test scores

    • 63% go to private colleges

    • Students graduate in 4.2 years versus the national average of 6.2 years

    • Families provide $43 of giving for every dollar received from the general population

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The client acquisition tool you need to grow your business

Transforming Lives One Acceptance Letter and Scholarship at a Time with Collegiate Benefit

Experience | Expertise | Excellence

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