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Marketing Tools for
Advisors & CPAs

Turn-key Digital Tools to Help
You Attract New Clients & Increase Profits

Resources that Educate – Solutions that Sell
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These turn-key digital tools were specifically designed to prevent clients from making costly college mistakes … but also to
help Advisors and CPAs connect with parents and grandparents of college-bound students. Not only will clients learn how to save thousands on college, but are encouraged to work with you to ensure that the high cost of college doesn’t derail their retirement and other long-term goals.

Protects Your Time: It’s so simple. No need to learn complex systems or become a ‘College Planner.’ Your only role is to offer tax or retirement planning services once they complete the College Video Library & Resource Guides.

Now you can attract more clients, offer a value-added solution to existing clients, and increase your bottom line … all for $95/month!

Preventing just ONE college mistake can $AVE thousands!

“The ‘College Disconnect’: 53% of recent college Grads feel unprepared for a job in their career field.”
– Harvard Business Review

“Parents are unaware that 91% of colleges mislead families on costs, fees, and Financial Aid.”
– 2023 U.S. GAO Study

93% of parents and 66% of grandparents of college-bound students struggle to balance the high cost of college with retirement.” (resize type)
– 2023 SOA Study

Button: Only $95/Month
No contracts - Cancel Anytime

Use these Tools to Connect to
More Clients throughout the Holidays

College Video Library & Resource Guides



Subscribe Today
Unlimited Subscriptions
Only $95/Month
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Learn How to Leverage These New Resources for Profit

Register Now for a Customized Webinar to learn how others are using these tools to leverage their time, attract more clients, and increase profits. This is a great time answer your questions, address your concerns, and finally reach your goals.


This System – a Blueprint for Your Success – will exponentially increase profits and strengthen new relationships as you assist parents and grandparents in balancing the high cost of college with retirement and other long-term goals.