Parents often view a college education as essential
for their children's success. Engaging your clients in education
funding planning is an excellent mechanism for building long-lasting
relationships. The Education Funding approach
Takes less time than a life insurance sale
Is an easier approach to the client than
a life insurance sale
Offers critical analyses your client needs
Shuts off a portion of your customer’s
business to the competition
Often leads to life insurance sales
Puts additional money in your pocket
The Education Funding module determines the
amount necessary to send up to eight children to college. Tuition
costs for nearly 1,800 U.S. colleges—plus estimated room
and board costs—are preloaded into the system. This module
compares the amount needed to any existing savings plan, and illustrates
both annual and lump-sum funding solutions.
