The KNOW HOW needed to succeed at providing a college funding service, including:
A comprehensive and easy to understand technical guide
Practical examples and planning tips to enhance learning

• Extensive TRAINING to insure success, including:
  6 hours of interactive teleconference training to give you confidence
  Case study work to help the financial advisor apply his/her knowledge
  
• All of the CHECKLISTS, FORMS, and WORKSHEETS needed to successfully implement a college funding service, including:
  A data collection questionnaire to facilitate data gathering
  17 extensive checklists to insure all strategies are considered
  12 worksheets and forms to facilitate the necessary procedures and calculations
  
• The most comprehensive SOFTWARE in the world that takes into consideration all of the relevant college funding factors, including:
  Providing the cash flow needed to save and pay for college
  Maximizing eligibility for financial aid for many families that assume they do not qualify
  Maximizing the benefits of the education tax incentives to reduce the tax cost  
  
• PROVEN MARKETING IDEAS that generate quality leads, including:
  One hour of interactive teleconference training to develop an effective marketing plan
  Marketing newsletters that attract prospective clients
  Sample marketing pieces to develop effective marketing pieces
  4 booklets that can be used to generate interest in the service
  A turnkey marketing plan to ensure attracting premium clients
  4 seminar presentation kits with suggested narratives
  Web-based software and information that will sell prospects on the service
  
• ONGOING SUPPORT to successfully and profitably implement a turn key college funding service, including:
   Email support  
  Monthly teleconferences that provide timely updates  
  E-Alerts for the advisor and clients that provide weekly strategy and marketing tips
  Assistance for client analysis and report compilation so that you do not miss planning opportunities

Order the CollegeSOLUTION Program!

What does the CollegeSOLUTION program do?   
    The CollegeSOLUTION program enables financial advisors to add value to their existing products and services.

•  The CollegeSOLUTION program enables financial advisors to link college planning to retirement and estate planning and cross-sell retirement and estate related products and services
  
• The CollegeSOLUTION program provides the financial advisor the distinct college funding knowledge and expertise in a much needed service area.
  
• The CollegeSOLUTION program enables the financial advisor to show families the most cost-efficient method of saving and paying for college.
  
• The CollegeSOLUTION program enables the financial advisor to show families how to save and pay for college in the most tax-efficient manner. Since the biggest cost of saving and paying for college is income tax (college is paid with after-tax dollars), a family that can eliminate this cost, can substantially cut the cost of saving and paying for college. It gives the financial advisor insight into the many education tax incentives and it shows how to maximize their value to families, regardless of a family’s income and assets.
  
• The CollegeSOLUTION program enables the financial advisor to create a college investment plan and select the appropriate investments to fund the plan.
  
  

  The investment selection will consider:
  Investment Control
  Investment Flexibility
  Investment risk versus rate of return
  Financial aid implications
  Tax implications
  Self-completion of the funding plan
  Product(s) to achieve clients goals
  

• The CollegeSOLUTION program enables financial advisors to show families how to achieve the cash flow necessary to save and pay for college without sacrificing a family’s current lifestyle.

Here's what experts say about the CollegeSOLUTION  program!

Steve Machovina, First Vice President Investments, Raymond James & Associates
“One of the best investments I’ve made as a financial advisor was investing my time in Rick’s college program. This program educated me on the most advanced college planning strategies and, more importantly, showed me how to market them. I’ve been able to leverage this marketing system to wealthy prospects and generate significant revenue and referrals.”

Order the CollegeSOLUTION Program and get a free 14 day look!