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- New Members! Download a printable Membership Application (PDF)
- Renewing Members – Download this printable Membership Application (PDF)
Regular ($120 Local + $360 National = $480)
Professionals with the following designations or degrees are eligible for regular membership: AEP® CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU® CTFA, Enrolled Actuary, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), JD, REBC®, RICP®, RHU®. Regular members are entitled to all the rights and responsibilities of membership, including the right to vote and hold office in the Society and its chapters.
Young Professional ($60 Local + $180 National = $240)
Credentialed Members meeting the requirements of regular membership who are age 40 or younger can apply for this category. After attaining age 41 they will be reclassified as a Regular Member.
Full-time Professor ($0 Local + $180 National = $180)
Full-time professors at accredited colleges and universities are eligible for this category. It is set at one-half Regular national dues.
Retired ($60 Local + $180 National = $240)
Members who are retired and (a) attained 65 yrs. of age and a minimum of 15 yrs. Membership or (b) their attained age and yrs. of membership add up to 80 or greater. A person who is retired due to a total disability can apply for Disabled membership. Evidence must be submitted that he/she is receiving total disability benefits from a private carrier or Social Security. The requirement for a minimum of 15 years of membership is waived for disabled applicants.
Associate ($60 Local + $180 National = $240)
Professionals pursuing credentials/degrees meeting the eligibility requirements of Regular membership. Those individuals holding the FLMI, FSS or LUTCF credentials are also eligible for Associate membership. Associate members may not vote or hold office, nor may they advertise their membership. Note: Individuals cannot maintain Associate membership status if they are eligible for Regular membership.
Student ($0 Local + $45 National = $45)
Full time students in a degree program at an accredited college or university. National dues provide for Web benefits only.
Non-Resident ($120 Local + $360 National = $480)
A special dues rate established in some chapters, Non-Resident members are those who reside a specified distance from the Chapter’s primary event locations. If a Non-Resident status is offered, contact the Chapter regarding qualifications for this speciallocal membership category.