National 529 Day is May 29th. Capitalize on this opportunity to expand your 529 business by getting in front of your clients who are saving, or should be saving, for college.
Tomorrow’s Scholar supports you with tools and resources to help start conversations with clients and prospects:
Accelerated Gifting Flyer
Use this client-approved flyer to interest the grandparents and relatives who can help fund a child’s education by utilizing the unique estate and gift tax advantages of 529 plans.
The College Funding Planner
This robust tool allows you to take into account a wide range of factors when personalizing a college savings plan. Best of all, you can customize the report with your name and logo, making it a self-contained prospecting tool that includes the scenario, investment plan, along with information and an account application for the Tomorrow’s Scholar 529 Plan.
Prospecting Letters
These letters are effective in starting a 529 conversation with clients or prospects.
For financial professional use only. Not for inspection by, distribution or quotation to, the general public.