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Tired of Struggling with

Marketing that Doesn’t Work?

Exclusive ReferralsRelationship Builder

Meet with Families

Who Want to Meet with You!

Exclusive ReferralsRelationship Builder

Add Value to

Your Practice!

Exclusive ReferralsRelationship Builder

Niche’ Marketing

Works Better!

Exclusive ReferralsRelationship Builder

Tired of Struggling with

Marketing that Doesn’t Work?

Your Ongoing Challenge

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.

Our Niche' Solution!

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?

Your Ongoing Challenge

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.

Our Niche' Solution!

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?

Question first … do you want just sales, or do you really want

relationships?

Marketing-minded, forward-thinking Advisors tell us that relationships are their key to long-term success.

%

Parents Worried About Paying for College

College Planning is the “Relationship Builder”

Our average college planning client with high-school aged students:

  • Parents in their 40’s and early 50’s
  • Adjusted Gross Income:  $202,364
  • Non-qualified accounts:  $221,995
  • Qualified accounts:  $530,575

%

Parents Worried About Saving for Retirement

%

Parents Worried About Paying for College

College Planning is the
“Relationship Builder”

Our average college planning client with high-school aged students:

  • Parents in their 40’s and early 50’s
  • Adjusted Gross Income:  $202,364
  • Non-qualified accounts:  $221,995
  • Qualified accounts:  $530,575

%

Parents Worried About Saving for Retirement


No Extra Admin Work

There is absolutely no need to become a full-time college planner or change your current structure to participate. You only concentrate on the financial component of college planning, while we do the ‘heavy lifting’ college planning work for you and your client families.

Back Office Support

Easy Implementation

Our programs are specifically designed for financial services professionals and can be custom-tailored to fit any practice. We have the solutions, training, resources, proprietary online platforms, and support to make college planning a virtually seamless addition to your practice.

Find Out More

Value-Added Benefit

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 future.

Value-Add Details

'Best Practices' Interviews

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 in the field using our programs and processes.

Listen to Interviews

Frequently Asked Questions

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

Visit Our FAQ Page

Watch Recorded Webinar

Join the 1,300+ 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.

Go to Webinar

Measuring success by ‘how’ you help …

Incorporating real college planning into your overall financial conversation can have a ‘major’ impact on the family’s long-term outcome.

Exclusive Referral Network

We are the exclusive referral distribution partner for one of the nation’s largest for-profit charities focusing on preparing and paying for college.  All referrals are delivered to participating Advisors in real-time and are protected by an exclusive zip code-driven marketing territory.

The American College Foundation (“ACF”) provides scholarships as well as college preparation and funding guidance for high school students and their parents all across the United States.  Thousands of high schools link to the ACF’s website and many use the ACF as a resource for more in-depth college planning procedures.

Through the ACF and as part of their scholarship application process, each year thousands of families also request additional funding and planning assistance from a local, qualified, financial professional with training in college planning.  Referrals from the ACF have specifically asked to speak with a financial professional regarding their college, investment, retirement, and related financial planning needs.  These are families that are unreachable by others; superior students and their proactive parents who are seeking additional assistance.

Participating Advisors

Referrals to Date

I have been through many college planning programs and yours is the most step-by-step to get in front of clients. The urgency these families have makes all the difference in the world.

Judah Day

Exclusive Referral Network

Participating Advisors

Referrals to Date

We are the exclusive referral distribution partner for one of the nation’s largest for-profit charities focusing on preparing and paying for college.  All referrals are delivered to participating Advisors in real-time and are protected by an exclusive zip code-driven marketing territory.

The American College Foundation (“ACF”) provides scholarships as well as college preparation and funding guidance for high school students and their parents all across the United States.  Thousands of high schools link to the ACF’s website and many use the ACF as a resource for more in-depth college planning procedures.

Through the ACF and as part of their scholarship application process, each year thousands of families also request additional funding and planning assistance from a local, qualified, financial professional with training in college planning.  Referrals from the ACF have specifically asked to speak with a financial professional regarding their college, investment, retirement, and related financial planning needs.  These are families that are unreachable by others; superior students and their proactive parents who are seeking additional assistance.

These families are so receptive to meet with me and discuss the information I share with them.  I was pretty burnt out chasing people who had no urgency.  Thanks for making the business fun again.

John Kelly

Exclusive Referral Network

We are the exclusive referral distribution partner for one of the nation’s largest for-profit charities focusing on preparing and paying for college.  All referrals are delivered to participating Advisors in real-time and are protected by an exclusive zip code-driven marketing territory.

The American College Foundation (“ACF”) provides scholarships as well as college preparation and funding guidance for high school students and their parents all across the United States.  Thousands of high schools link to the ACF’s website and many use the ACF as a resource for more in-depth college planning procedures.

Through the ACF and as part of their scholarship application process, each year thousands of families also request additional funding and planning assistance from a local, qualified, financial professional with training in college planning.  Referrals from the ACF have specifically asked to speak with a financial professional regarding their college, investment, retirement, and related financial planning needs.  These are families that are unreachable by others; superior students and their proactive parents who are seeking additional assistance.

Participating Advisors

Referrals to Date

Being able to meet with people who have urgency to talk with me is so refreshing.  It has really changed the way I look at things.  Thanks, again, for introducing me to this amazing market.

John Rossitto

Contact Us

Find out more about how your prospects, your clients, and your practice ‘all’ benefit!

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Contact Us

Find out more about how your prospects, your clients, and your practice benefit!
Fill out my online form.

Contact Us

Find out more about how your prospects, your clients, and your practice benefit!

I just closed the second largest case of my 20+ year career. When you guys said these families were really eager to meet with me and discuss their finances, you certainly weren’t kidding.

Casper Meijer
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