Building Relationships & Increasing Profits
This unique 3-Step Plan was specifically designed to prevent clients from making costly college mistakes … but also to help Advisors connect with older Millennials (Gen Y), Gen Xers, and Boomers, increase profits, and build stronger relationships with parents and grandparents of college-bound students.
It’s the first SCORM-LMS e-Learning System designed to help employees, as well as individual clients, prevent widespread college-related problems thousands of parents in communities across the U.S. will face in 2024!
“75% of working adults find saving for retirement a source of stress.”
– 2023 EBRI Retirement Confidence Survey
“93% of parents and 66% of grandparents of future college-bound students struggle to balance the high cost of college with retirement.”
– Society of Actuaries Study
This groundbreaking College Plan utilizes the latest interactive SCORM-LMS Technology, to help Advisory, CPA, Financial Wellness, and Benefit firms reach the masses … but also have the option to provide one-on-one Retirement Planning services for parents and grandparents of college-bound students.
In the 1st Step, students complete our unique interactive 5-Step ‘College Plan.’ While it is not intended to be ‘everything a student needs to know‘ when planning for college, it’s the only System available today utilizing the latest LMS Training Technology to ensure that students learn how to avoid costly mistakes, save thousands, graduate quicker, borrow less, and be better prepared for the job market.
The Latest Trends
Traps to Avoid
Key Resources to Access
Student’s College Plan
New ‘Brighter U’
Too many parents are unaware of roadblocks that can add thousands to the high cost of college. The 2nd Step is a ’12-Point Guide’ for parents and grandparents. It includes essential ‘What If’ scenarios they often fail to consider … prior to making costly mistakes that jeopardize or significantly delay retirement. Every parent or grandparent of a college-bound student should discuss each of these decisions with an Advisor prior to spending a dime on college!
Essential ‘What If’ Questions
Critical Traps to Avoid
Key decisions to discuss with an Advisor
New ‘Brighter U’
An important – but optional – part of this 3-Step Plan is a one-on-one Consultation with Advisors, either in person or via teleconference.
Upon reviewing results from Steps 1 & 2, Advisors are easily able to integrate anticipated college costs with the client’s overall financial picture.
This is the ideal time to provide suggestions and explain alternatives to ensure that the client’s goals for both college and retirement are achieved.