Stand out in a world of
commodity products.
SAGE Scholars Tuition Rewards gives independent financial planners and insurance professionals a unique, proven way to attract clients, deepen loyalty, and open doors to long-term financial planning conversations.
Simple to offer, powerful for your clients
SAGE Scholars handles the complexity. Your role is simply to enroll eligible clients — we do the tracking, reporting, and support.
Enroll Your Clients
Offer Tuition Rewards on qualifying products — cash value insurance, annuities, managed assets, and more. Clients opt in and begin earning points on their existing financial instruments. Plans are available for asset managers, insurance specialists, or both at a discounted rate.
Points Accrue Automatically
The greater the asset or policy value, the greater the points. SAGE Scholars handles all tracking, maintenance, and reporting. You transmit eligible account data — we do everything else, paperlessly.
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.
You Stay Top of Mind
Clients consolidate assets to maximize points, opening conversations about retirement, insurance, and estate planning. Families stay because leaving means leaving points behind — creating multi-year stickiness built into every relationship.
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.
A powerful edge 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.
This program has passed compliance scrutiny from state treasury departments, insurance companies, banks, and mutual fund companies. No SEC investment liability — Tuition Rewards are scholarships provided by participating colleges, not securities.
Sign Up Now →Real results for advisors and their clients
From advisors who’ve seen the loyalty impact to families whose college options opened up — this is why independent professionals partner with SAGE Scholars.
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.
The SAGE Scholars Tuition Rewards program can help students choose a school based on the best fit rather than cost. This program helps level the playing field and provides the opportunity for students to attend colleges that may otherwise be unaffordable.
The ability to earn future discounts on my kids’ college tuition makes the prospects of funding their education that much easier. Every dollar counts, and the diversity of schools that have partnered with this program is really impressive.
I earn points from my 529 plan and also my employer benefits, which works out perfectly. I was able to obtain lots of points quickly. I’m impressed by how many colleges are in the program — thank you for helping make finding an affordable college easy!
SAGE Scholars helped bring the total cost of a private college education down to the price of a state college education. The Tuition Rewards program truly worked.
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.
Sign Up Now →Ready to offer Tuition Rewards to your clients?
Tell us about your practice and a SAGE Scholars partner specialist will be in touch within one business day to walk you through the program and answer your questions.
- ✓ Plans for asset managers, insurance specialists, or both
- ✓ No SEC investment liability
- ✓ Fully paperless — SAGE Scholars handles operations
- ✓ Assets need not be used exclusively for college expenses
- ✓ Proven to increase deposits and AUM
- ✓ Access to 25+ years of family relationships
Contact Us For More Information
Tell us about your practice