As a Licensee, your benefits will include the following for $495/Month:
- Sign up as many families as you like, same monthly fee.
- Comprehensive training in two hours or less.
- Train your way: On-demand, live or both.
- Step by step guidance available 24/7/365.
- Simple, elegant and effective Advisor Dashboard
- Layers on top of your core business. No disruption.
- “Private-Labeled” marketing materials
- Free One-Year Membership with The Purposeful Planning Institute, a like-minded community of advisors (A $650 Value)
- Advanced case design support through 3 Dimensional Family Office, if needed.
- Ongoing technology upgrades and support from your MTM Support Team.
Signing up is easy as “1,2,3”:
- Put in your information and execute the Aspida360 Licensing and Confidentiality Agreement.
- Enter payment information. YOU WILL NOT BE CHARGED FOR 14 DAYS. Cancel any time by emailing firstname.lastname@example.org prior to the expiration of your 14 day free trial. The first $495 monthly fee will be charged 14 days from your initial sign up.
- Enter easy to remember, customized log in credentials for your access to The MTM Vault and a confirmation email will be sent to you immediately.