Welcome to the Crew!

You're officially part of the Genesis College Strategies Partner Network — and we're glad you're here. This is your home base. Everything you need to connect clients with the right programs and generate commissions is right on this page.

Your unique discount code is how we track every referral. Share it with clients when you send them to enroll — it gets them a discount and makes sure you get paid. If you ever need a custom landing page or marketing materials built for your audience, just reach out and we'll take care of it.

How It Works

Referring a client is simple — three steps and you're done:

Commission Guide

Concierge Packages

These are the flagship programs — highest commissions, highest value for the family. Primary focus for most partners.

DIY Workshops & À La Carte

Standalone on-demand products. Great entry point for clients who want to start small — and they often lead to a larger package down the road.

A Note on Life Insurance & Annuities

For partners who work in life insurance and annuities, there's a powerful alignment with college planning that's worth knowing about.

Life insurance and annuities enjoy the highest degree of asset protection of any asset class. For families planning for college, this matters enormously — assets held in these vehicles are generally not counted against a family in the financial aid calculation the way other assets are. That means a family that has positioned assets correctly in life insurance or annuities prior to and during the college years can preserve those assets while simultaneously maximizing their financial aid eligibility.

On top of that, properly structured policies provide liquidity if the family needs it — so they're not locked out of their own money while their student is in school.

For insurance and annuity professionals, this makes GCS a natural complement to what you're already doing for clients. The families who benefit most from these strategies are often the same families who need college planning guidance — and vice versa.

Who to Target

College planning is relevant to almost every family with kids. These audiences convert best:

Marketing Ideas

Your Core Pitch — Use This Everywhere

You don't need to be a college planning expert to refer someone. Your job is simply to open the door. Here's the short version you can use in any situation:

That's it. You're not selling anything. You're handing someone a free resource. The invitation page does the rest: genesiscollegestrategies.com/invitation

Approach 1 — Your Existing Client Base

This is the fastest path to your first referral. You already have the relationships and trust. Any client with kids under 18 is a potential referral — and you'd be doing them a genuine favor.

How to do it:

• Go through your client list and flag anyone with school-age kids.
• Send a personal email or bring it up at your next meeting. Use the core pitch above.
• Send them to genesiscollegestrategies.com/invitation with your discount code — remind them it's free.
• Follow up once. If they're interested, GCS takes it from there.

Email template — copy, personalize, and send:

Approach 2 — Parent Groups, Schools & Nonprofits

Highest leverage — one conversation can produce multiple referrals. The fundraising angle gives organizations a financial reason to say yes.

How to do it:

• Identify one or two parent organizations, schools, or nonprofits in your network.
• Request 10 minutes at a meeting — or ask the organizer to share your link on your behalf.
• For schools/nonprofits, lead with the fundraising angle: every Platinum+ enrollment generates up to $200 for their organization.
• For parent groups, lead with the free invitation offer.
• GCS can present virtually or in person if the group wants a full overview.

What to say to a PTA president:

Approach 3 — Worksite Benefits & Employers

Most HR teams have never thought to offer college planning as a workplace benefit. Wide-open lane.

How to do it:

• Identify employers or HR contacts in your network — even small businesses work well.
• Pitch it as a no-cost employee benefit: the employer pays nothing, employees get free college planning resources.
• Ask HR to share the invitation link in a company newsletter or benefits communication.
• GCS can present at an all-hands, benefits fair, or lunch-and-learn — virtually or in person.

What to say to an HR contact:

Group Presentations & Webinars

GCS offers live presentations in person or virtually for any group you can get together. You make the introduction, we deliver the content.

• Virtual webinar — you invite your network, GCS presents, families enroll with your code.
• In-person workshop — school, community center, employer office, anywhere you can gather a group.
• Lunch-and-learn — compact 30–45 minute format for workplace settings.
• PTA/booster club meeting — 15–20 minute overview for existing parent meetings.

Fundraising — Who to Approach & How

The fundraising program gives organizations a financial reason to say yes — you're not asking them to sell anything. Here's how to approach each type.

PTAs & Parent Organizations

Your easiest wins. PTA leaders are always looking for fundraisers that don't feel like fundraisers — this is exactly that.

• Ask for 10 minutes at a board meeting or general meeting.
• Lead with the free resource angle first, then introduce the fundraising piece.
• Ask them to share the link in their newsletter, email list, or Facebook group.
• GCS will build a co-branded landing page — all referrals tracked automatically.

Athletic Booster Clubs & Youth Sports Organizations

Booster clubs are constantly fundraising and open to new ideas — especially ones that run themselves.

• Connect with the booster club president or treasurer — they're the decision-makers.
• Emphasize zero effort required. GCS handles setup, materials, and follow-through.
• For high school sports, the college angle is especially timely.
• Ask to be included in their season kickoff email or pre-season parent meeting.

Band, Music & Arts Programs

Chronically underfunded, highly engaged parent communities frustrated by how little traditional fundraisers bring in.

• Reach out to the director first — they'll connect you with booster leadership.
• Frame it as a fundraiser that actually helps their families.
• These groups often have strong email lists — ask to be included.

Faith-Based Organizations & Youth Ministries

Deep community trust and highly active parent involvement. A warm introduction goes a long way here.

• Get a warm introduction through a mutual contact if possible.
• Frame it as a service to families, not a sales pitch.
• Youth pastors and ministry directors are your initial point of contact.

Academic Clubs & Honor Organizations

NHS, debate teams, robotics clubs, DECA, FBLA — exactly the students most actively planning for college.

• Connect with the faculty advisor — they manage parent communication.
• These groups fundraise for competition fees and travel — GCS is a natural fit.
• The students themselves can be advocates with their parents.

Community & Civic Organizations

Boys & Girls Clubs, Scouts, 4-H, Junior Achievement — wide age range, always looking for meaningful programs.

• Contact the chapter director — they make partnership decisions.
• Emphasize the community benefit: families get expert guidance they couldn't otherwise afford.
• Junior Achievement is a particularly strong fit given the shared financial literacy focus.

Cultural & Affinity Community Organizations

African American, Hispanic, Asian American, and other cultural organizations — GCS is a complement to their existing college readiness work.

• Lead with mission alignment: GCS helps families navigate a system that isn't always transparent or equitable.
• Many serve first-generation college families — the financial aid strategy piece is especially valuable.
• Warm introductions are far more effective than cold outreach here.

Military Family Organizations

Unique financial situations — frequent moves, VA benefits, specialized aid considerations. GCS expertise is a strong fit.

• Connect through base family support programs, military spouse organizations, or veteran service organizations.
• Emphasize GCS can address the specific financial complexity military families face.

Tips for Every Organization

• Always lead with the free resource offer — it removes all friction from the conversation.
• Ask for something specific: a newsletter spot, 10 minutes at a meeting, or permission to share a link.
• GCS will build a co-branded landing page for any organization that commits to the program.
• Best timing for school orgs: August–September or January. For sports orgs: start of season.
• GCS can present at any group meeting. You make the introduction — we handle the rest.

Marketing Support

You don't have to create anything from scratch. Tell us what you need and we'll build it:

• Custom landing page with your name, photo, and discount code built in
• Email templates ready to send to your client list or employer contacts
• Printed or digital invitation flyers for events and meetings
• Social media posts you can share directly
• Presentation slides for group pitches you want to run yourself

Contact us to request materials: genesiscollegestrategies.com/contact-us