WAI Membership

Continue to enjoy the benefits you have become accustomed to through Wealth Advisor Institute and The Advisors Forum!

You must renew your membership to continue your access to the Group Health Benefits Plan.

Or sign up for full Advisors Forum membership, to take advantage of an estate planning community to support you and your clients. For more details, please call 1-800-635-5078.


Renew Advisors Forum Membership

Take advantage of The Advisors Forum benefits available to you!

  1. Uninterrupted continuation of the WAI health benefits plan;
  2. A personalized monthly electronic newsletter that The Advisors Forum will send automatically on your behalf to other professionals for top-of-mind awareness;
  3. Quarterly turnkey teleconferences for you to invite other professionals to your office (or perhaps their office) for relationship-building and to learn strategies that are relevant to both;
  4. Discounted attendance at The Advisors Forum Retreats;
  5. A subscription to The Advisor Forum’s member listserv, where you can ask technical or practice development questions of your 800 colleagues in a “safe” environment for a quick response;
  6. A personalized listing in the national Advisors Forum membership directory;
  7. Group Practice Facilitation (accountability coaching) by The Forum’s Practice Facilitators to help ensure your implementation and maximum use of the above Advisors Forum tools.

$350.00
Yearly payment: $350.00