Pricing
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Have a question that you don't see an answer to? Call us at 877-421-5593 and we will be happy to assist you!
What is the cost for a Platinum membership?
Pricing varies based on how you were referred to us, what services you subscribe to, and how many advisors will be using the program. Please contact us for pricing by calling 877-421-5593.
What do I get for the monthly fee?
Full access to everything you see on the Platinum website. All the materials are yours to download and use once you become a member. You are also assigned to one of our highly qualified relationship managers who will function as your personal marketing assistant and key contact at Platinum.
What is the cost for additional advisors to join underneath a current membership?
If you already have one membership, additional advisors can join at a discounted rate. Prices vary based on the structure of your office and the number of advisors that will be using the program. Please contact us for pricing by calling 877-421-5593.
Is Platinum a month-to-month agreement, or am I committed for a certain time period?
Access to Platinum requires a 12 month commitment. We do this for two reasons. One, because you get full access to download all of our materials from the very first day you subscribe, and two, because implementing our programs takes time. We want to ensure that you use our material long enough to reap the maximum benefits. After your first 12 months are complete, you can cancel anytime.
What are the extra costs I see listed below some of your materials?
These fees are optional. All of our resources are available for download once you become a member. Instead of customizing our pieces themselves, some members prefer to have us do it so they can save time and energy. We are more than happy to handle the customization of anything on our website, but we do charge an extra fee for that. Those fees are what you see listed below some of our materials.
I have my own designer; do I still have to pay your customization fees?
No, you do not. We are happy to provide all of the original files so you can customize them yourself. We use the following programs: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Adobe InDesign. (Note: If you plan to purchase Adobe InDesign, make sure it is version CS4 or newer.)
Can I buy the Weekly Market Update only?
Yes, you can. Before you subscribe exclusively to this portion of our service, make sure you learn about the other services we provide to full members. For just a few dollars more, you can have access to some of the most powerful business building tools available in our industry today.
Can I use my own mailing list, or do I have to purchase it from you?
You are welcome to use your own list.
What are your printing and mailing costs?
They vary based on the size, quantity, printing method, and paper used. Mailing/postage rates are set by the United States Postal Service. Example: To print 5,000 full color, 2-sided, glossy, 5.5 x 8.5″ postcards would cost less than $3,000 with printing, postage, and a mailing list included (.60 apiece). Our per-piece prices get cheaper as the quantities increase.