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College funding

Strategies and funding sources for post-secondary education

It’s no secret that the cost of post-secondary education continues to rise. Help clients and prospects learn about typical college costs, how those costs can affect other aspects of a parent or other contributor’s financial picture, ways to reduce expenses, and typical funding strategies.

Client tools for this market

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Article: Getting started with college savings

Learn how you can start preparing now for your child’s college tuition.

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Email invitation: College funding

Invite clients and prospects to a seminar to learn about the daunting task of strategizing how to pay for the costs of higher education.

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Presentation: College funding

This presentation helps clients strategize how to pay for the costs of higher education.

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Workbook: College funding

To accompany the presentation, this workbook helps clients consider how to pay for the costs of higher education.

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For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.

DOFU 10-2023

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