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)