CFN membership offers a wide variety of solutions to help you in all verticals of your business. Here are some of our most popular solutions with the best savings:

 

Health Insurance Solution

On average, CFN members save up to 30% on health insurance through one of the biggest PEOs in the industry. 

 

Trading and Rebalancing Solutions

CFN members receive a 50% discount for new accounts with Orion Advisor Services.

 

Complimentary Responsive Website Setup 

CFN members may choose to receive a complimentary website ($6,000 value. A $25/month hosting fee applies.) 

 

Merger and Acquisition Solutions

CFN members receive a complimentary membership to Succession Link, the largest marketplace for financial advisors looking to buy, sell or merge their businesses. ($850 value).

In addition, members receive a discounted rate on non-SBA loans through our partner, Oak Street Funding. 

See all solutions (https://www.chalicefn.com/marketplace)

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