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- 866.360.1488
- Info@MyFinancialPractice.com
- September 27, 2023
Focus on what prospects want done now and dovetail their immediate need with your long-term products and services. What is their immediate need? What is their top financial concern? How does that fit with your practice?
More effectively prospect and retain clients for life. Learn how easy it can be to use late-stage college planning to establish relationships, build trust, sell life and annuity products, as well as secure long-term financial clients.
Discuss life or health insurance, annuities, or retirement planning with a prospect and what commonly happens? Many times, you have a disinterested lead with a future need and no real urgency to talk in detail, much less do business.
Discuss life or health insurance, annuities, or retirement planning with a prospect and what commonly happens? Many times, you have a disinterested lead with a future need and no real urgency to talk in detail, much less do business.
Focus on what prospects want done now and dovetail their immediate need with your long-term products and services. What is their immediate need? What is their top financial concern? How does that fit with your practice?
Parents Worried About
Paying for College
Parents Worried About
Saving for Retirement
Parents Worried About
Paying for College
Our Average College Planning Client
(Stats reported as of April 1, 2023.)
Parents Worried About
Saving for Retirement
Our
Average
College
Planning Client
(Stats reported as of April 1, 2023.)
More effectively prospect and retain clients for life. Learn how easy it can be to use late-stage college planning to establish relationships, build trust, sell life and annuity products, as well as secure long-term financial clients.
Our programs are specifically designed for financial services professionals and can be custom-tailored to fit any size practice. We have the solutions, training, resources, proprietary online platforms, and support to make college planning a virtually seamless addition to your practice.
There is absolutely no need to become a full-time college planner or change your current structure in order to participate. You only concentrate on the financial component of college planning, while we do the ‘heavy lifting’ college planning work for you - stepping your client families through the entire process.
Not only is college planning the ultimate door-opener and relationship-builder, it’s also a very effective way of implementing a value-added benefit to your practice. More effectively address your clients biggest, most important, concerns – their children’s education and their future - for long-term client retention.
With our niche’ solution, you add clients in their 40’s and and 50’s by helping them with their top financial concern first – paying for college.
There’s absolutely no need to become a college planner to participate. We will do all the admin work and heavy-lifting college planning for you.
Far more than just 529 plans, late-stage college planning actually helps families pay less for college. Your life and annuity products play a key role.
Join the 1,800+ Advisors who have learned the value of blending their prospects’ immediate needs with their long-term products and services. Watch our recently recorded webinar on the 5 Keys to Long-Term Success.
Would you like to hear from other financial professionals and the enormous impact college planning has had on their practice? Listen to the inside scoop directly from Advisors using our programs and processes.
To help you explore the benefits to your prospects, your clients, and your practice, we have compiled an inclusive list of Frequently Asked Questions. Please feel free to visit our FAQ page, or call us directly at: 1.866.360.1488
Our programs are specifically designed for financial services professionals and can be custom-tailored to fit any size practice. We have the solutions, training, resources, proprietary online platforms, and support to make college planning a virtually seamless addition to your practice.
There is absolutely no need to become a full-time college planner or change your current structure in order to participate. You only concentrate on the financial component of college planning, while we do the ‘heavy lifting’ college planning work for you - stepping your client families through the entire process.
Not only is college planning the ultimate door-opener and relationship-builder, it’s also a very effective way of implementing a value-added benefit to your practice. More effectively address your clients biggest, most important, concerns – their children’s education and their future - for long-term client retention.
Join the 1,700+ Advisors who have learned the value of blending their prospects’ immediate needs with their long-term products and services. Watch our recently recorded webinar on the 5 Keys to Long-Term Success.
Would you like to hear from other financial professionals and the enormous impact college planning has had on their practice? Listen to the inside scoop directly from Advisors using our programs and processes.
To help you explore the benefits to your prospects, your clients, and your practice, we have compiled an inclusive list of Frequently Asked Questions. Please feel free to visit our FAQ page, or call us directly at: 1.866.360.1488
More effectively prospect and retain clients for life.
Learn how easy it can be to use late stage college planning to sell life and annuity products as well as secure long-term financial clients.
