Xélan Membership

Xélan Membership

As an exclusive “doctors only” association, xélan offers two membership plans. These plans make available to paid members certain services, products, and programs not available to the general public.

The xélan loss test determines whether you qualify for a Basic Membership or an Integrated Planning Membership.

Do you currently have $30,000 or more of surplus practice earnings available for annual savings?

• No: See xélan Basic Membership
• Yes: See xélan Integrated Planning Membership

xélan Basic Membership

For doctors in practice who are facing important financial decisions with limited financial education and limited net practice income. This plan includes:

• First Year: $335.00
• Annual Renewal: $87.00
• The xélan Financial Education Packet
• The xélan Online Financial Education for Doctors.
• xélan Doctors Online Economic Newsletters.
• Access to xélan Practice Savings Cash Management Account.
• Financial coaching via phone and e-mail.
• Eligibility for attendance to xélan Doctors Financial Planning Symposiums.
• Access to xélan’s Premium Refund Disability Income Program.
• Access to xélan’s Long Term Care Programs.
• Access to xélan’s Qualified Pension Plan Services.
• Access to the xélan Law Firm as a resource as applicable to implement xelan planning.
• Access to the Modern Portfolio Theory - Nobel prize winning money management program.

xélan Integrated Planning Membership

For doctors in active practice for several years with earnings exceeding lifestyle costs by $80,000 or more AND/OR personal and qualified retirement plan/IRA savings exceeding $500,000 of assets under xélan management within 3 years. This plan includes:

• First Year: $975.00
• Annual Renewal: $275.00
• Access to a regional xélan Counselor for advanced planning needs under a retainer agreement.
• An annual, written tax and investment management capital accumulation or capital distribution plan that identifies financial goals, recommends planning strategies, and measures annual savings progress.
• The xélan Financial Education Program for Doctors.
• xélan Online Financial Education for Doctors.
• xélan Doctor’s Online Economic Newsletters.
• Access to xélan Practice Savings Cash Management Account.
• Financial coaching via phone and e-mail.
• Eligibility for attendance to xélan Doctors Financial Planning Symposiums.
• Access to xélan’s Premium Refund Disability Income Program.
• Access to xélan’s Long Term Care Programs.
• Access to xélan’s Qualified Pension Plan Services.
• Access to the xélan Law Firm as a resource as applicable to implement xelan planning.
• Access to the Modern Portfolio Theory - Nobel prize winning money management program.