For Financial Institutions & Employers

Give your clients a benefit
no competitor can match.

Tuition Rewards lets banks, credit unions, broker-dealers, insurance carriers, and employers reward clients and employees with guaranteed college scholarships — at no investment liability and minimal operational overhead.

3x
Typical assets held by Tuition Rewards account holders vs. standard clients
42%
Higher 529 account balances when clients opt in to Tuition Rewards
135k+
Employers already offering Tuition Rewards nationwide
$0
SEC investment liability — scholarships, not securities

Differentiate yourself in a commodity-product world.

Tuition Rewards Points accrue like frequent flyer miles. Each point equals $1.00 in guaranteed tuition discounts at over 440 participating private colleges. Your clients get a benefit they can’t get anywhere else — and you get the loyalty that comes with it.

How It Works

Simple to offer, powerful for your clients

SAGE Scholars handles the complexity. Your role is simply to enroll eligible clients or employees — we do the tracking and support.

1

Enroll Your Clients or Employees

Offer Tuition Rewards on qualifying products — banking accounts, retirement plans, insurance products, brokerage accounts, or as an employee benefit. Clients opt in and begin earning points on their existing assets.

2

Points Accrue Automatically

The greater the investment or account balance, the greater the points. SAGE Scholars handles all tracking, maintenance, and reporting. You transmit eligible account data — we do everything else, paperlessly.

3

Students Redeem at Member Colleges

When a sponsored student applies to a participating college, they submit their Tuition Rewards statement. The accumulated points become a guaranteed minimum scholarship — a tangible result your clients will remember you for.

4

Interested in Offering This as an Employee Benefit?

Attract talent. Retain talent. Motivate talent. Employers can offer Tuition Rewards as a meaningful, cost-effective benefit that helps employees save for college. Learn more about the employer program →

Advantages

Why leading financial institutions choose SAGE

From client acquisition to compliance, Tuition Rewards is built to work within your existing operation — not add to it.

🏆️

Attract High-Value Clients

One bank partner found Tuition Rewards attracted account holders with triple the typical assets. Clients who enroll tend to be financially engaged, goal-oriented, and sticky.

3x average asset levels
📈

Grow Deposits & AUM

Clients actively increase balances to earn more points. At participating 529 plans, investors who opt in show 26%–42% higher account balances. A survey confirmed the majority of SAGE account holders would increase deposits to earn more rewards.

26–42% higher 529 balances
🔒

Retain Your Best Clients

Families with a college-bound student have a long planning horizon. Tuition Rewards creates a multi-year reason to stay — moving assets means leaving points behind. Few retention tools are this emotionally compelling.

Long-horizon client loyalty

No Investment Liability

Tuition Rewards are not SEC investments — they are scholarships (discounts off full tuition) given by participating colleges. The program has passed compliance scrutiny from state treasury departments, insurance companies, banks, and mutual fund companies.

SEC-compliant, not a security
👥

Open Doors for Advisors

Tuition Rewards gives financial advisors and insurance agents a trusted-advisor edge — unique college admissions content, seminar incentives, referral bonuses, and an opening to discuss big-picture financial goals with clients and prospects.

Ideal for broker-dealers & IMOs
📋

Minimal Work for Partners

SAGE is a fully paperless process. Beyond creating marketing materials and transmitting eligible account data, SAGE does everything — tracking, maintenance, college reporting, and participant support.

We do the heavy lifting
For Broker-Dealers & Insurance Partners

A powerful tool for advisors in the field

Advisors and agents who offer Tuition Rewards gain a unique competitive advantage — a benefit that opens doors, starts conversations about long-term financial planning, and keeps clients loyal for years.

Use Tuition Reward bonuses to attract seminar attendees, reward referrals, incentivize financial reviews, and differentiate your practice from every other advisor in your market.

🏆️
Offer as a seminar incentive Reward attendance, referrals, or a financial review appointment
💬
Start bigger conversations College costs open the door to retirement, insurance & estate planning
📈
Increase investable assets Clients consolidate accounts to maximize points earned
🔒
Create multi-year stickiness Families stay because leaving means leaving points behind
📋
Fully paperless & compliant Passed scrutiny from state treasuries, insurers & fund companies
What People Say

Real impact for families & institutions

From partner organizations who've seen the loyalty impact to families whose college options opened up — this is why financial partners join SAGE Scholars.

Partner Organization
Offering SAGE Scholars value-added benefits makes credit unions more appealing to both current and potential members. Tuition Rewards guaranteed scholarship benefits earn member loyalty by reinforcing each credit union’s interest in promoting the well-being of its members.
RB
Robin Brunner SVP Revenue & Solutions, CrossState Solutions
Financial Advisor
It’s not just about protecting their present; it’s about investing in their children’s and grandchildren’s future education. That’s what we call true financial planning.
EM
Ed Margolis Kades-Margolis Corporation
Partner Organization
This educational rewards program is a simple and effective way to help credit union members send a child or loved one to college with significant savings — while continually strengthening relationships with members and attracting new ones.
ME
Monika Edlis CCUE CUCME Director, CrossState Solutions
Family Experience
My son only applied to participating schools. The Tuition Rewards he earned allowed him to attend the school of his choice, which would have been financially difficult otherwise. This is a great program!
BA
Beth-Anne Coatesville, PA
Redemption Success
Our granddaughter submitted her Tuition Rewards Points with her applications and has been accepted at both of her first choices. Thanks so much for this valuable tool.
CG
Caryl Glenside, PA

Your clients are already thinking about college costs. Tuition Rewards gives you a reason to start that conversation today — and a benefit that keeps them coming back for years.

Contact Us →
Get Started

Ready to offer Tuition Rewards to your clients?

Tell us about your organization and a SAGE Scholars partner specialist will be in touch within one business day to walk you through the program and answer your questions.

  • No investment liability — not an SEC security
  • Fully paperless — SAGE handles operations
  • Works with banking, insurance, brokerage & 529 products
  • Proven to increase deposits and AUM
  • Powerful tool for advisors & agents in the field
  • Access to 25+ years of family relationships

Contact Us For More Information

Tell us about your organization

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