Find out what it's like to work with FSG.
FSG is a financial marketing organization for professionals who want to serve families more completely, starting with college funding. We bring what most of the industry does not have: a working knowledge of how college funding works, and products built for it that only FSG offers.
Built for professionals who put families first.
A specialty families are looking for
College funding gives you a reason to meet families early, while their biggest financial decisions are still ahead of them.
Know‑how most of the industry lacks
Tax professionals, financial advisors and insurance professionals each see one part of college funding. FSG trains you through the ACCFS on how aid rules, taxes and products fit together, so a family can pay for college and keep retirement intact.
A platform built for that conversation
SMARTTRACK℠ gives you and your clients the same view of colleges, aid and how to pay, so the plan is something the family can see.
Products only FSG offers
Alongside the major carriers, specialty products built around college funding that FSG alone distributes. Solutions your clients will not find through anyone else.
Solutions for what comes next
Life insurance, long‑term care, annuities and retirement income, plus wealth and investment support through an independent RIA.
People who answer
Case design, underwriting help, contracting and back‑office support from a team that knows your business.
Five steps, and we walk you through each one.
FSG does not contract with everyone. We want to make sure the partnership is right for you and for the families you serve.
Tell us about you
Send the short form below so we can learn about you and the business you do.
Talk it through
On a call we confirm your information, answer your questions and agree on next steps.
Sign agreements
If it is a fit, we email our agreements for you to review, sign and return.
Complete contracting
You finish carrier contracting online through SureLC, with our team there to help.
Train through the ACCFS
You begin your college funding training with the ACCFS, through FSG's special relationship with the association.
A master’s degree in college funding, through the ACCFS.
When you contract with FSG, you get powerful training from the Association of Certified College Funding Specialists (ACCFS) and its certification program built for financial advisors. It is the closest thing to a master's degree in this field, and FSG's special relationship with the ACCFS brings it to every partner.
FSG's leadership hold the ACCFS Master Trainer credential and lead the training FSG partners receive.
- How financial aid formulas count income and assets
- The FAFSA, the CSS Profile and the aid forms that follow
- Tax decisions that change what a family qualifies for
- Fitting the right products into a college funding plan
- Paying for college while keeping retirement intact
What to have ready for contracting.
Carriers all ask for the same information. Having it on hand makes contracting quick, and SureLC fills in much of it for you from licensing records.
Need a hand with any of it? Email contracting@fsgmo.com and we will help.
- A copy of your insurance license or licenses
- Your E&O insurance certificate
- A clear color copy of your driver's license, front and back
- Your AML training certificate
- Banking details for direct deposit
Start the conversation.
Tell us a little about your practice. Someone from FSG will reach out to set up a call.