Membership Options

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  • Choose your plan

  • Thursday Insights offer a variety of interesting and pertinent programs including: Financial, Estate, Tax, Business, Long-term Care Planning and Real Estate - offered live or webinar formats.Thursday Insights
  • Education and event partnering to help potential or current clients understand their planning options - offered live or webinar formats.Community Insights
  • Thursday Insights Webinar RecordingsThursday Insights Recordings
  • Community Insights Webinar RecordingsCommunity Insights Recordings
  • 1 or 2-day annual events concentrating on financial, business, estate, and wealth planning topics/strategies designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from presenters. Conferences - Live
  • Individual or packaged webinar recordings of conference presentations.Conferences - Recordings
  • SCI’s Thought Leader Community provides resources to assist you in asking, and answering, the right questions. Search by category or speaker on critical topics: Financial, Estate, Tax, Business, Long-term Care Planning and Real Estate.Learning Center Products
  • Live and Online Courses designed to help advisors find, understand, and communicate revenue opportunities that help clients in today’s market.Certification Programs
  • Access to SCI Academy members, instructors, fellows, and thought leaders in a private directory area.Thought Leader Connections
  • Weekly checklists and tools with a quick 30-minute audio instruction that can immediately be implemented into your practice. Monday Practice Boosters
  • Insightful group monthly practice management / coaching calls lead by SCI Fellows.Monthly Group Coaching Calls
  • Marketplace and portal for business planning advisors designed to help them Prospect, Cultivate, and Collaborate. [Learn More]SCI Connect
  • Free

  • Free

    Access

  • yes
  • yes
  • Free for 7 days after live event, full price thereafterFull Price
  • Free for 7 days after live event, full price thereafterFull Price
  • Full Price
  • Full Price
  • Full Price
  • Full Price
  • no
  • no
  • no
  • no
  • Basic

  • $49

    per month

  • yes
  • yes
  • yes
  • yes
  • 20% Off
  • 20% Off
  • 30% Off
  • 20% Off
  • yes
  • yes
  • no
  • no
  • Premium

  • $149

    per month

  • yes
  • yes
  • yes
  • yes
  • 50% Off
  • 50% Off
  • 50% Off
  • 30% Off
  • yes
  • yes
  • yes
  • yes

Membership Opportunities

networkingIn our community, participants find themselves receiving and contributing in unanticipated ways. They often remark that there’s liberation in the power of We. This We-driven mindset sets a transformation in motion. With our community as your resource, you don’t have to master the answer to every quandary. Instead you become courageously armed with the right questions, and a think tank of best-in-class professionals equipped with the answers.

The SCI Academy is designed to allow members to gather online and enjoy the content they have come to know over the years in an organized, easy to use fashion. We have structured the membership center and academy to help you enjoy the benefits of education, resources, connections and more in on-demand or live formats.

Financial, Legal, Estate, Long-Term Care, Business, Real Estate, and Tax Professionals become members of SCI to acquire access to:

  • Hundreds of digital and live educational events and programs with legal and financial subject experts
  • Higher-level technical and practice management education and certification programs for legal and financial professionals
  • Event Partnering and Management
  • A marketplace and resource center for members to search and connect with each other; as well as a portal to source new business owner clients.
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