College Selection Strategy

Worksite Aggregation Program is the first of its kind. In exchange for us managing your group health benefits, we provide an array of financial solutions to your employees at no additional cost or a small optional voluntary fee paid by the employee for customized solutions.

Our objective is to enhance the employer - employee relationship focusing on the overall financial well-being of the employee. An employee who discovers easily accessed financial help without any pressure equates to a happier and more motivated employee.

When we manage your group health benefits, we provide these services at no additional cost to the employee.

• Annual Liability Asset Performance review that focuses on managing liabilities into assets.
• A written report with recommendations using our proprietary Borrow Smart Repay Smart software. This is the same program that costs $297 per month.
• Access to our members only "Financial Veritas with the Wealth Transfer Guy" website portal that provides personal financial coaching lessons, planning techniques, and implementation ideas.Access to the Financial Veritas site retails for $57 per month.
• Financial discounts from approved vendors. 

We provide to interested employees our Coach-for-College Program at a 50% discount, from $87 per month to $44 per month.

Additional planning and protection services can be offered when appropriate.

What is the cost to the Employer? Zero ! These benefits are provided in exchange for the opportunity to manage your small group benefits.

Contact Jim Kuhner  jimkuhner@CertifiedCollegePlanners.com or complete the request for quote form above.