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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
