Travel Planners International
This collection is for TPI advisors interested in or currently using Tern via the TPI agency partnership.
How to Leverage Lucia as a TPI AdvisorThis guide helps TPI advisors moving to Tern use the Lucia partnership to get a discount on support services.
How TPI Advisors Can Get Started with TernIf you’re a TPI advisor interested in joining Tern, we’re so excited to welcome you! 🎉 Use this article to get started!
How Existing Tern Users Can Join the TPI AgencyIf you already have a Tern account and are affiliated with TPI, great news—joining the TPI agency in Tern takes just a couple steps!