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Providing Guaranteed Scholarships for
your Clients

The College Tuition Benefit®, CTB is a unique financial wellness program that fits seamlessly into your practice.


Valuable sales benefits to help grow your business

Door Opener – use CTB to get appointments with new prospects and knock-out your competition

Drive New Product Sales/Assets – introduce CTB to existing clients and add new products to their portfolio and accumulate assets

Increase Retention Rates – clients accumulate additional discounts by maintaining policies and managing assets under you

High Return – for a nominal fee, provide tuition discounts to clients for referrals, meeting each year,
and managing assets

Program highlights

Like frequent flyer miles, Tuition Rewards are earned by your clients for meetings, purchasing products, retaining assets, referrals, etc.

1 Tuition Rewards Point = $1 guaranteed tuition discount, reducing tuition up to 25%

Tuition rewards can be gifted by clients to their children, grandchildren, nieces, nephews, stepchildren and godchildren

Tuition Rewards are tax-free

Enjoy other financial wellness benefits: Ready Set College (college planning tools), FastTrak (pre-admission approval), Cash Scholarships, and other benefits