Corporate & Group Memberships

Group memberships make sense for most companies and organizations, regardless of the number of professionals you employ. Your organization gets a great rate, and your employees enjoy the same benefits as individual premium members.

Membership benefits include:

Purposeful Planning Institute is dedicated to transforming the estate planning process and elevating our industry to a new standard of client-centered planning. Our goal is to enable advisors and consultants to foster prosperous and purposeful relationships amongst their clients and their families that endure from one generation to the next.

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Corporate Group Membership

The special group rate of $1,675 includes three individual memberships for staff from the same company. Add more employees at the discounted rate of $500 per member – a $250 savings off individual membership.

Your firm owns the individual memberships, and you can manage your investment. If a staff member leaves your employment, your designated group manager can quickly and easily remove access and assign a replacement employee through your online dashboard. The new employee will immediately begin receiving the benefits of membership.

Have more than 10 members? Contact us for a large group package.

Become a Strategic Sponsor

Aligning yourself or your firm with PPI demonstrates your leadership in the industry. Learn more about sponsorship opportunities.

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