Group Memberships and Vouchers

Group memberships and vouchers are cost-effective ways to strengthen relationships by delivering marketing support (expertly-written content) that can help advisors grow their businesses.

Group Membership Quick Facts

 

  • Group memberships offer discounted pricing.
  • Group memberships are available for Premium Memberships (36 articles over 12 months).
  • Group memberships are available for Themed 3-Article Bundles.
  • The purchaser of a Group Membership retains control over  membership.
  • All users register through a single access point — the purchaser’s account.
  • Subscription payments are due monthly.
  • The minimum subscription period is 12 months.
  • To purchase a group membership, select ‘Premium Plan’ or ‘Bundles’, click on ‘Available Plans,’ and choose the number of users.

Voucher Quick Facts

  •  Vouchers are available for themed three-article bundles.
  • You can purchase one or more vouchers.
  • Voucher multi-packs offer discounted pricing.
  • Each voucher has a unique code that allows an advisor to download a single themed, three-article bundle.
  • The recipient of the voucher chooses the bundle that is most meaningful to his or her practice.
  • To purchase a voucher, select ‘Three-Article Bundle Vouchers,’ and click on ‘Available Plans.’

Group Membership Quick Facts

 

  • Group memberships offer discounted pricing.
  • Group memberships are available for Premium Memberships (36 articles over 12 months).
  • Group memberships are available for Themed 3-Article Bundles.
  • The purchaser of a Group Membership retains control over  membership.
  • All users register through a single access point — the purchaser’s account.
  • Subscription payments are due monthly.
  • The minimum subscription period is 12 months.

Voucher Quick Facts

 

  • Vouchers are available for themed three-article bundles.
  • You can purchase one or more vouchers.
  • Voucher multi-packs offer discounted pricing.
  • Each voucher has a unique code that allows an advisor to download a single themed, three-article bundle.
  • The recipient of the voucher chooses the bundle that is most meaningful to his or her practice.
  • To purchase a voucher, select ‘Three-Article Bundle Vouchers,’ and click on ‘Available Plans.’

You control access.

The purchaser of a Group Membership controls the account, authorizing access and registering members for the group.

It's easy to register new members.

  • Log in
  • Click on Subscriptions
  • Choose SubAccounts
  • Add the new user
  • Click the box to automatically send a welcome email to the new user or copy and send a link to new users so they can register themselves.

We offer pricing discounts.

We offer discounted pricing for Group Memberships. The subscription price is determined by the maximum number of subscribers in each pricing band. For example, if you have 10 to 49 users, the subscription price assumes 49 users.