Helping Advisory, Financial Wellness, & Benefit Firms Align Purpose and Success
Rather than the brighter financial future most parents anticipated, college has left many disenchanted with their student’s college experience, the value of their education, depleted retirement accounts, and generations buried in debt.
As 75% of parents struggle to balance the high cost of college with retirement and other long-term goals, you have the ability to leverage your time, increase profits, and connect with those who need help by offering our unique 3-Step Plan for College & Retirement, the first multi-media Financial Wellness College Education System utilizing the power of interactive SCORM-LMS technology.
The following illustrates just a few of the reasons this 3-Step Plan is so needed today.
“60 & Older: The fastest growing age group for
student loan debt.”
– Department of Education
“91% of colleges mislead parents on costs, fees, and financial aid, depleting future savings by tens of thousands.”
– U.S. GAO
“75% of parents state the high cost of college impacts their ability to save for retirement.”
– Fidelity Study
College costs are dramatically increasing, yet families are often overwhelmed and confused as they struggle to make informed college decisions. Relying on false or misleading information, and failing to avoid specific college traps is jeopardizing – or significantly delaying – retirement for millions of parents and grandparents today.
As Advisors continue to lose clients to robo-advice and ChatGPT alternatives, it’s essential to offer a unique service that builds a human or emotional connection with investors. The 3-Step Plan facilitates this goal by providing effective college solutions to empower and engage parents … as Advisors protect their financial resources.
Applying for Financial Aid through FAFSA for the 2024-2025 academic year has been delayed until December this year ... so this is an ideal time to attract those with students headed to college within the next 36 months.
In our “3 Profitable Marketing Levers” Webinar, you’ll learn how other Advisors, CPAs, & Planners are using our SCORM-LMS e-Learning System to Leverage Their Time and Close More Business.
