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Information for Financial Professionals

If you are a financial professional - advisor or broker/dealer - there are several ways to offer Tuition Rewards to your clients.

  • For an individual financial professional, joining our Tuition Rewards Program gives you the ability to help your clients earn guaranteed minimum scholarships at over over 320 private colleges and universities across the United States. Our independent advisor programs are designed to be low maintenance and easy-to-use - perfect for busy financial advisors who are helping their clients through the college financing maze.
  • National Marketing Organizations - We welcome the participation of NMOs, who often make our program available at no charge to their advisors and agents. Contact us for complete information!
  • If you are currently working with any of the following organizations you may be able to offer the Tuition Rewards program to your clients through them. Please contact the organization directly for information on how you can sign up (or how you can obtain advisor account access) to provide Tuition Rewards to your clients. Or contact us for more information.

    • America's First Financial Corp.
    • American Senior Benefits
    • The College Trust
    • CPR
    • Imeriti
    • InsurMark
    • Levinson & Associates
    • Pinnacle Partners Financial Group
    • The Vermont Agency
  • Asset Marketing Systems Producers - Contact Us To Get Started
The SAGE Advantage
  • Your clients can now earn guaranteed minimum scholarships for all of their children, grandchildren nieces and nephews in the form of Tuition Rewards, which are discounts off full tuition at participating colleges. (1 point = $1 guaranteed minimum scholarship)
  • Enroll all of your existing clients in SAGE at no cost them; it's a good reason to "touch base" with clients and discuss their accounts.
  • It keeps your clients loyal and less likely to move their money.
SAGE Tuition Rewards for Individual Financial Professionals
The Real SAGE Advantage
  • You differentiate yourself from other advisors selling similar products by offering a unique Reward that establishes your credentials and expertise in the "saving for college" arena.
  • You learn how to talk knowledgeably about college funding & selection - how the four-year graduation rate is 67% at a private university and 28% at a public university. You learn to advise clients to look beyond the "sticker price" of a college... look at how long it will really take to graduate... and understand the likelihood of receiving unadvertised financial aid.
  • You find a new audience. Advisors who specialize in college funding tell us that it's usually easy to find prospects in "panic mode" - parents of HS seniors or juniors who need emergency help. However, getting in front of parents of younger students usually proved difficult... until they offered Tuition Rewards!
SAGE Tuition Rewards for Individual Financial Professionals

Contact Us For More Information

Contact Us For More Information
  Learning more about how our organization can be a SAGE Financial Partners
  Learning more about the SAGE independent advisor program
  Learning more about working with current SAGE Financial Partners

Tell us about yourself

  I work for a company that offers a retirement plan
If yes, ask approximate # of employees.
  I specialize in wealth management (equities, bonds, mutual funds, other investments)
If yes: Some securities brokers use Tuition Rewards as an OBA (Outside Business Activity) approved by their broker-dealer. Would this interest you? (If yes, name of broker-dealer)
  I specialize in insurance and/or annuities
  I specialize in college planning / funding
  Other: Please specify
Other area(s) of specialization
If you are a financial advisor, how large is your firm?
If your firm is an IMO, name of organization