LFE Institute, LLC

Connection. Leverage. Profits.

Helping Advisors, CPAs, and Planners Align Purpose and Success

Advisors, the need for your services is massive!

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.

Connect with those who need YOUR help

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 1st College Plan that utilizes the latest interactive SCORM-LMS technology.

These trends tell the story

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

...that connects you to your clients

Parents & Grandparents

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.

Advisors, CPAs, & Planners

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 enlighten, empower, and engage parents … as Advisors protect their financial resources.

It’s Prime Time!

December 1st is the first day parents can apply for Financial Aid through FAFSA for the 2024-2025 academic year … so this is an ideal time to attract those with students headed to college within the next 36 months.

“Thanks, Ryan. This really helped us prioritize our financial goals.”
– Trevor Carson, Chicago, IL