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Membership Plans

Get access to credible, educational content and a network of leading industry experts spanning family legacy planning to luxury lifestyle connections.

Monthly
Annual

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Corporate

$500

per month

Corporate+

$750

per month

Corporate+ Co-Brand

$2000

billed annually

Features

30 sub accounts

Unlimited access to content​

Variety of educational formats including interactive games, templates, activities and checklists

Information on exclusive experiences and destinations

Introductions to a network of industry leading experts (through “Ask an Expert”)

Exclusive invitations to events

x

Unlimited PDF downloads of all content

x

Advisor platform integration

x

x

White label co-brand content (4 pieces/quarter) - View Sample
*Excludes 3rd party content

x

x

Option to purchase additional pieces for white labeling

x

x

7-Day Free Trial
7-Day Free Trial

Corporate

$500

per month

Corporate+

$750

per month

Corporate+
Co-Brand

$2000

billed annually

7-Day Free Trial

Try the WealthCAP HUB® commitment free today!

7-Day Free Trial

Try the WealthCAP HUB® commitment free today!

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None of the content or services offered on or through the Website are, nor are intended to be, legal, tax, accounting, investment or other professional advice or a substitute for advice of an attorney, tax advisor, accountant, investment advisor or any other professional. You agree and acknowledge that the content and services offered on or through the Website are intended only as general information and is not intended to be, and should not be relied upon as, professional advice. If professional advice or other expert assistance is required, you should obtain the services of a competent, professional person, and not rely on information provided in the content or services as a substitute for such advice or assistance. No attorney-client relationship exists or shall be deemed to exist between you and the Company. The Company is not in the business of rendering personalized investment advice.

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Corporate+ Co-Brand FAQs

Instantly grow your credibility with your clients by providing them with expert articles that bare your company's logo, colors, and information.

Yes, you can use your primary branding color for your co-branded PDF articles. Preview a PDF sample of a co-branded article here.
Yes, your company’s contact information will be prominently placed on the first page of every PDF. In addition, this information will also be present in the footer of every page.
Yes, we encourage you to use your own company disclaimer in your co-branded articles. Your company disclaimer will be displayed on the last page of every co-branded PDF article

Yes! However, we add new articles to the WealthCAP HUB® every month. If you decide to select all 16 articles at the time of registration, you could miss out on some great pieces you may want to co-brand. We recommend selecting your 4 articles at the beginning of each quarter.

Articles are delivered on a quarterly basis; therefore, you may choose all 16 articles upfront and you will receive 4 co-branded articles at the beginning of each quarter.

We will always work with you to ensure that you receive all 16 articles over the course of 12 months.

Email us a request at admin@successionadvisors.com and a team member will contact you.

This feature is for WealthCAP HUB® Members

If you would like to upgrade your membership or learn more, please contact us and a team member will reach out shortly.

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