College funding is how FSG professionals start the conversation with a family. Protection, retirement income and wealth planning are how they keep serving that family for years. FSG supports all of it, and knows how each part affects the others.
The conversations that bring families to you, and the planning that keeps them.
SMARTTRACK℠, the process behind it, and the workshops that bring families in.
Use SMARTTRACK℠ with your clients to estimate aid, compare colleges by what they are likely to cost the family, find scholarships and plan how to pay. FSG trains you on the platform, and through the ACCFS on what most of the industry never learns: how aid rules, taxes and the right products work together.
Wealth, tax and investment support through an independent registered investment advisor.
For clients who need more than insurance, FSG connects your practice to tax planning and wealth management support through an independent registered investment advisor relationship.
Something a family will not find anywhere else.
Products built around college funding, available only through FSG.
Alongside access to the major carriers, FSG offers specialty products designed for the college funding conversation. FSG is their only distributor, so the professionals who partner with FSG can offer families solutions they will not find through anyone else.
Coverage that keeps a family's plan intact when life does not go to plan.
Case design, field underwriting support and access to leading carriers.
Term, permanent and survivorship coverage, with help designing the case, preparing it for underwriting and placing it with the right carrier.
Traditional and asset‑based solutions for care a family may need later.
Traditional and asset-based long‑term care solutions, so a family can plan for care without putting retirement savings at risk.
Income a family can count on once the tuition bills stop.
Product research, case design and in‑good‑order processing.
Fixed and fixed indexed annuities for income planning, with product research, case design and processing support so business is submitted in good order.
The work around the work, handled so you can spend your time with clients.
ACCFS college funding training, workshops and marketing support.
Powerful college funding training from the Association of Certified College Funding Specialists (ACCFS), through FSG's special relationship with the association, plus family workshop presentations and marketing support, so you can bring the college funding conversation to more families.
Online contracting, case management and licensing help.
Paperless carrier contracting through SureLC, case management from submission to issue, and help with licensing and appointments.
Carriers, contracting and case support are expected of any marketing organization. What sets FSG apart is knowing how college funding really works, and offering products built for it that no one else distributes.
Tell us a little about your practice. Someone from FSG will reach out to talk it through, with no obligation either way.