Give your organization and producers a benefit families remember.
Tuition Rewards helps broker-dealers, IMOs, agencies and individual financial professionals strengthen relationships with a college benefit families understand and value.
One benefit. Four ways to put it to work.
Whether you're supporting a national distribution network or working directly with families, Tuition Rewards can fit the way you build relationships and grow your business.
Give producers another reason to choose your IMO.
Make Tuition Rewards available across your distribution network, giving affiliated agencies and producers a distinctive benefit they can bring into client relationships.
- Add value to your producer offering
- Support affiliated agencies and professionals
- Create differentiation beyond products and compensation
Help advisors build deeper client relationships.
Give advisors a family-focused benefit that complements wealth management and financial planning while creating new opportunities for meaningful client conversations.
- Support asset growth and retention
- Add value to advisor-client relationships
- Extend a consistent benefit across your network
Give your producers something families remember.
Complement insurance and financial-services relationships with a college benefit that helps your agency and producers stand apart long after the initial conversation.
- Differentiate your agency and producers
- Add value to insurance and annuity relationships
- Strengthen retention, referrals and ongoing engagement
Bring more value to every client relationship.
Independent financial and insurance professionals can offer Tuition Rewards directly to eligible clients without needing an enterprise-wide program.
- Reward clients based on qualifying relationships
- Add value to reviews, referrals and seminars
- Build relationships across generations of a family
Tuition Rewards can support a large distribution network, an agency or team, or an individual professional. SAGE Scholars works with you to structure the program around how you serve your clients.
Turn financial relationships into lasting college value.
Tuition Rewards can grow alongside the financial and insurance relationships professionals already build with their clients.
Rewards can recognize qualifying assets, insurance and annuity relationships, as well as important moments such as referrals, reviews and educational events. The result is a benefit that gives professionals another reason to stay connected with families over time.
Managed Assets
Connect Tuition Rewards to qualifying assets under management, allowing college value to grow alongside the client relationship.
Insurance & Annuities
Add a family-focused benefit to qualifying life insurance, annuity and other eligible financial relationships.
Engagement & Referrals
Recognize activities such as client referrals, annual reviews, seminars, workshops and other relationship-building moments.
Eligible clients can use Tuition Rewards for children, grandchildren and other immediate or extended family members, creating opportunities for financial professionals to build relationships across generations.
You define the relationship. We handle the program.
Tuition Rewards can be structured for a large distribution organization, an agency or team, or an individual professional, while SAGE Scholars provides the platform and administration behind it.
Choose how you’ll participate
Offer Tuition Rewards across an organization or network, through an agency or team, or directly as an individual professional.
Define how clients earn
Structure rewards around qualifying assets, insurance or annuity relationships, referrals, reviews, events or other eligible activity.
We handle the administration
SAGE Scholars provides the Tuition Rewards platform, participating college network, participant support and ongoing program administration.
Families build college value
Eligible students can use accumulated Tuition Rewards for guaranteed scholarships at 435+ participating private colleges.
The same Tuition Rewards benefit can support individual client relationships or become a value-added offering for hundreds or thousands of affiliated professionals.
Financial planning is about more than today’s needs.
Tuition Rewards gives financial professionals another way to connect long-term planning with something deeply important to families: creating opportunities for the next generation.
We wanted to find a program that creates the ultimate win-win-win for families, colleges, and agents, and after searching for years, this is it.
Let’s build a program around your business.
Tell us how you work with financial professionals and families. A SAGE Scholars partnership specialist will help you explore how Tuition Rewards can fit your organization, agency or individual practice.
- ✓ Available for IMOs, broker-dealers, agencies, teams and individual professionals
- ✓ Connect rewards to qualifying assets, insurance and annuity relationships
- ✓ Add value to referrals, reviews, seminars and other client engagement
- ✓ Give families access to guaranteed scholarships at 435+ private colleges
- ✓ Extend rewards to eligible immediate and extended family members
- ✓ SAGE Scholars provides program administration and participant support
Tell Us About Your Business
We’ll help you explore the right approach for your organization or practice.