become the
indispensaBle Advisor
GET Fiduciary Validation TO unmistakably show that you stand with your client.
Earning the Fiduciary Validation from Validation Institute is a game-elevating milestone that deepens my mission to build more effective, trustworthy benefits ecosystems. Thrilled to be part of it.
Brian Uhlig – Senior Partner, Alera group
Does this sound like you?
You want to change healthcare
You want to do right by your clients
You want to be known for your integrity and value
You want to level up in your career
Validated Fiduciaries receive the industry leading $100,000 ERISA Immunity Guarantee.
It conveys the full confidence of Validation Institute that whoever deserves this certification also deserves their clients' full trust.
Say hello to
your new favorite sales tool
a powerful marketing asset that focuses your clients on what makes you different
What's included?
The Validated Fiduciary Professional Certification
One year access to the $100,000 ERISA Immunity Guarantee (then $500 per year)
A review of your business practices and contracts
A commitment from you on the record that you will follow Validated Fiduciary standards, certified by VI
A marketing playbook on how to use these credentials to win business
A Validated Fiduciary Report Card - the strongest way to show clients you are a game-changer
$5000