MARCA ADVISOR PROGRAM · MAP ·
Each year, employers offer information and workplace benefits to help employees learn how to save for the future, pay less in taxes or manage personal risk.
Information is based on general principles and may be difficult to apply for individuals or families without prior education or guidance.
MAP membership enables you to quickly gain an understanding of how and when to use your benefits.
MAP membership provides step-by-step guidance. Avoid paying too much in taxes, paying for protection you don’t need, or paying too much for the protection you do need.
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Life Planning Services |
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Become a member. |
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Choose the service you want. |
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Choose the support you need. |
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Choose the method you receive it. |
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Need information? |
Use our specialist toolbox or search the knowledge base. |
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Need web-based information management? |
Register, open a case to request an ID and temporary
password and access our
Wealth Management system. |
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Want to ask a question? |
Register and chat with a specialist online, or open a case for a response in 24 hours. |
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Want step-by-step guidance? |
Register and complete a profile. Within 24 hours, a
specialist is assigned who will work to understand your
situation and help you avoid costly mistakes. |
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Want to meet with a professional? |
When it’s time for a face-to-face meeting, your MAP
specialist will establish the screening criteria and
help you select the professional best suited for YOU. |
