Chapter President
Every chapter must be run by an active Chapter President. Chapter Presidents can add additional members to their chapter like a Sub-Agent or a Chapter Director.
Sub-Agent
Sub-Agents are additional financial advisors brought on by Chapter Presidents to assist them in their efforts to teach classes in their chapter area. Sub-Agents may also teach classes on their own.
Chapter Director
A Chapter Director is any additional professional brought on by another chapter member. Chapter Directors may fill roles such as a Mortgage Broker, Elder Law Attorney, P&C Agent, Realtor, CPA or any other position that may work closely with a financial advisor.
Private Screening Instructor
This membership level is available for agents or advisors who are interested in hosting private screenings of the Doug Orchard film The Baby Boomer Dilemma: An Expose of America's Retirement Experiment and more!
Becoming an Instructor
Every interested professional must first apply for one of our Instructor positions. Our application will take you through 4 pages:
1. Basic Information - What we need to add you to our system
2. Compliance Information- What we need to receive program approval from your compliance department (if applicable)
3. Territory Analysis Information- What we need to research your market and available venues
4. Membership Dues - Monthly or Annual dues + $250 Application Fee
5. 1-Year Contract - Don't forget to check out our exist clause!
To watch a quick explainer video about the Application / Training / Onboarding process.
Schedule a call with a Chapter Development Specialist to learn more about the application process if you're not quite ready to submit your application.
Our Pricing Plans
Depending on affiliations, AFEA may offer a discount on membership rates. Schedule a call with a Chapter Development Specialist to find out if you are eligible for any preferred partner membership discounts! All memberships require a $250 (refundable) application fee.
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