Membership Information

We become your outsourcing partner through the environment of LIFE 180°® in which we work with you and your firm. This relationship allows you to have “Subject Matter Experts” (SME's) to assist you whenever there is a need for plan or policy analysis, advanced planning strategies, case development and more. The member can access the experience and expertise of Comprehensive Analytics through LIFE 180°® (Life Insurance with Fiduciary Ethics) on a fee-engagement basis.

Concept consultation is a membership benefit to assist with the reorientation process, so that the new member can get an understanding of the dynamics involved to transition into this new paradigm of fiduciary insurance design and planning. Also included in this consultation, is our Benchmarking system for determining the basis of fees that can be developed on each individual case.

Stinger Reports (e-mail) supply strategies with the integration of fee-based insurance, keeps our members up-to-date in industry trends, planning developments, “red-flag” alerts on questionable planning strategies and product merchandising, as well as other news of interest.

“Members Only” section which provides proprietary planning concepts, fee guidance, member only discounts, templates, newsletter archive, and more.

TAP (Transitional Action Program) Marketing Initiative which provides assistance to our members with marketing, at no charge. Please visit TAP - Marketing Initiative for more information.

Although our Membership Levels - 'Quick Look' Comparative Grid clearly shows the many benefits of membership – what we hear primarily in feedback from our members relates to the unlisted, yet most valuable benefit – the ‘consultation and coaching’ benefit offered by our Executive Director, Mr. Joseph W. Maczuga.

On many occasions, members call the Network because they require some understanding on a particular concept, a strategy, a case, a scenario, or they desire to have some discussion on an issue that a client is facing. This ‘consultation and coaching’ benefit is often not “Project” related. However, it is informative and/or educational regarding the various issues in which an advisor is looking for unbiased and client-centered input. The opportunity for our members to call Mr. Maczuga to get this input and guidance is invaluable.

Building relationships with our members is the core benefit of membership with the Fee Advisors Network.

We have designed our membership levels to accommodate a broad range of professionals; from the individual advisor to the larger advisory firm.

We encourage you to call (888) 854-0931 or Request to Schedule a Conference Call for discussion as to which of the three levels of membership would best fit your practice model and goals.