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Initial Benefit Plan Enrollment Fee:
  • $320 per participant

Annual Benefit Plan Enrollment Fees:
  • $200 annually in November of each year
  • $12/month thereafter through the end of the plan year
  • $350 annually for the Advisors Forum membership

 

If you wish to cancel/change coverage, it must be due to a qualifying event and you must provide a 30 day written notice. Failure to do so will result in premium taken for that month. Any drafts returned, will results in an additional $40 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**

 

 

Initial Benefit Plan Enrollment Fee:
  • $320 per participant
 Annual Benefit Plan Enrollment Fees:
  • $200 annually in November of each year
  • $12/month thereafter through the end of the plan year
  • $350 annually for the Advisors Forum membership