SET for Advisors

SET for Advisors recruits, develops and trains financial advisors who want to help families in their local communities become SET for College and Beyond by offering the industry’s most comprehensive strategies, education, products, marketing and sales systems along with a world class online platform and service center for delivering the SET for College and Beyond solution. 

Created by top producers for top producers, we provide Advisors with the tools, software, support, and marketing systems they need to run their own successful independent SET for College and Beyond practice.