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Annual Benefit Plan Enrollment Fees:
  • $350 annually in November of each year
  • $13/month thereafter through the end of the plan year

 

If you MUST cancel/change coverage, it must be due to a qualifying event. A 30 day written notice is required, failure to do so will result in premium taken. All elections made are for that particular year (ie 2012, 2013). Any drafts returned will result in an additional $45 fee.

Benefits Available:

The Advisors Forum

For more information on how to join visit www.advisorsforum.com.

 

Members of the Advisors Forum may then join the Wealth Advisor Benefit Plan


*Please Note the benefit plan fees are separate from The Advisors Forum Fees*

 

**No benefit elections will be implemented until proof of membership is provided**

 

 

Annual Benefit Plan Enrollment Fees:
  • $350 annually in November of each year
  • $13/month thereafter through the end of the plan year