September is widely known as National College Savings Month. With kids back in school, everyone's attention turns to the value of an education. This is a perfect opportunity to get in front of your clients to see if they are saving the right amounts to meet the rising cost of college.

College savings programs like 529 plans offer great business-building opportunities because their tax advantages and funding flexibility are designed around the number one investment need of American families.

Tomorrow’s Scholar supports you with tools and resources you need to start conversations, engage in productive dialogues, and ultimately, capture assets. 

Guide to 529 Plans

This Guide highlights the advantages of 529 plans over other ways of investing for college.

Prospecting Letters

These letters are effective in starting a 529 conversation with clients or prospects

(Requires Tomorrow's Scholar site Financial Professional login)

(Requires Tomorrow's Scholar site Financial Professional login)

The College Funding Planner

This self-contained prospecting tool personalizes a savings plan based on specific colleges and other factors, and customizes the report and application with your name and logo.

Tomorrow’s Scholar Account Maintenance Form

Use this form to set up (or increase) automatic investments.