CU-Bank

Education for your members

Helping Credit Union members save thousands on college!

College is one of the biggest financial decisions many Americans will ever make (for themselves or the student in their life), yet too many do so without a plan, unaware of the right questions to ask, and uninformed on the latest traps to avoid. They’re playing the ‘Game of College,’ yet until now, only the wealthy had access to the Rules of this costly game.

That’s why the LFE Institute, an unbiased Financial Literacy firm for well over two decades, created the 1st scalable College Planning Education for Credit Unions to provide for members. This unique solution is designed to help members save thousands on college, and avoid the costly mistakes that millions of families make today (see the latest stats below).

School

College Planning: Benefits for You

Offering the 1st digital College Planning Education solution offers a variety of benefits, depending on their structure and their goals. Here are just a few:

  • Attract more individual members by helping them save thousands on college!
  • Build member loyalty
  • Free up thousands for other member goals: Car loans, mortgages, investments, retirement, etc.
  • Value-added benefit to offer existing Corporate Partners
  • Marketing tool to attract more Corporate Partners
  • Increase visibility by providing this valuable education to high schools
The 1st Scalable College Planning Education Available 24/7
The 1st Scalable College Planning Education Available 24/7

Multiple Options to Fit Your Goals

LFE offers a variety of options for Credit Unions, based on your goals for 2021 and beyond. Our most popular is special 2021 Master Affiliate Plan where for one low flat fee, you can offer an unlimited number of CAP System Subscriptions in 2021 – whether it’s 500, 1,000, 10,000, or more!

The Master Plan also offers Affiliates a one-time opporunity for an Exclusive Sponsorship to local high schools at no additional cost. This marketing strategy is ideal for Credit Unions focused increasing visibility to the masses throughout the communities they serve.

April – Financial Literacy month

Financial Literacy on Blue Puzzle.

April – Financial Literacy Month – is the perfect time to announce these tools … and sponsor this new2021 College Planning Webinar through the end of this academic year! As so many college-bound families struggle to make critical college decision this Spring, this course will educate them on the latest college traps to avoid, new 2021 FAFSA changes, COVID-related strategies, and ‘insider secrets’ many colleges don’t want them to know.

This course not only provides valuable information for existing members and Corporate Partners, but will be a great marketing tool to attract new business! Book your free 30-minute Web-based workshop now.

Why Offer College Planning?

The Wall Street Journal warns Americans that College is one of the greatest challenges to financial security, yet the lack of basic education on the latest Rules of the costly ‘Game of College’ will force many to drain their retirement accounts, or blindly commit to tens of thousands in future student loan debt that may be nearly impossible to repay. Here are just a few of the dramatic new trends:

College Drop-out Rates Top 40% ... Leaving students & parents buried in debt!
College Drop-out Rates Top 40% … Leaving students & parents buried in debt!
  • Students with no College Plan spend up to 3.5 times more for college – Sallie Mae
  • Unprepared for the job market, 41% of recent pre-COVID college grads work in jobs that don’t require a degree – Federal Reserve
  • 60% of grads take 6 years or more to complete a 4-year degree, adding thousands to the cost of college – Dept of Education
  • 4.6 million walk away from free college money every year – Forbes
  • COVID-related college closings will leave students with worthless credits and degrees, and their parents buried in debt – MarketWatch
  • 50 & Older: The 2nd fastest growing age group for student loan debt – Dept of Education
  • 60 & Older: THE fastest growing age group for student debt – the amount owed grew by 33% in 2020 – Fidelity
1 - 0

Make 2021 your best year ever!

Offering this innovative new Educational System or our 2021 ‘College Traps’ Webinar is a great way to increase visibility, gain a competitive edge, build member loyalty, and provide member benefits that will last a lifetime.

Together, we positively impact the financial lives of families in the communities you serve, while making 2021 your best year ever!

College Action Plan, LLC

Graduate into Savings

John Cardoza

417.416.3919

jcardoza@CollegeActionPlan.com