Easy Start Up

Everything you need
to start adding
new clients

There’s no need to drastically change your current structure, or take on additional admin work.  All programs easily integrate with any size practice and include ongoing support.

Incorporate progressive, forward-thinking strategies and innovative platforms to grow your practice.  Remember, long-term clients pay much better than long-term prospects.

Everything you need
to start adding
new clients

There’s no need to drastically change your current structure, or take on additional admin work.  All programs easily integrate with any size practice and include ongoing support.

Incorporate progressive, forward-thinking strategies and innovative platforms to grow your practice.  Remember, long-term clients pay much better than long-term prospects.

Sell Life and Annuities with College Planning
Custom Tailored
to Fit Your Practice

Time is your most valuable asset. That's why our processes and platforms are easy to incorporate and offer a wide variety of interchangeable marketing, presentation, client support, and advisor support components.  Easily custom tailor to fit your new client acquisition goals.

Sell Life and Annuities with College Planning
Quick Results &
Long-Term Support

With our proven system your learning curve is greatly shortened, producing quick results (we often see Advisors adding new clients within only a few days of completing training).  Our long-term support for Advisors and families are what makes us the industry leader.

Sell Life and Annuities with College Planning
Industry's Top
Marketing Platform

Our entire structure has been developed and refined from nearly three decades of hands-on experience in the college planning and financial services industry.  We have trained 1,700+ financial professionals on how to best incorporate college planning into their practice.