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You’ll Learn Why our Proven System not Only Attracts New Clients but also Helps You Keep Them. Don’t Miss out, Click Below to Learn More.
3-Step Plan for
College & Retirement
Building Relationships & Increasing Profits
Marketing System for Advisors:
Attract & Retain NEW Clients
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. are facing this Fall!
‘More than 50% of grads from 33% of colleges earn LESS than high school graduates’
– Georgetown University Study
79% of Black, 68% of Hispanic, and 59% of ALL students fail to graduate in 4 years, costing parents thousands more than originally anticipated.
– Bankrate.com
3 Simple Steps
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.
Step 1: The 5-Step ‘College Plan’ for 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.
5-Step Plan
170 Slides
Interactive Technology
Unbiased Content
The Latest Trends
Traps to Avoid
Key Resources to Access
Outcome:
Student’s College Plan
Includes:
Student Videos &
Resource Guides
Step 2: The ’12-Point Guide’ for Parents
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!
12-Point Guide
35 Slides
Interactive Technology
Essential ‘What If’ Questions Critical Traps to Avoid
The Outcome:
Key decisions to discuss with an Advisor
Includes:
Parent Videos &
Resource Guides
Step 3: Personal Consultation: Optional
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.
