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