Convert Prospects Into Clients Using The College Quikplan Calculator - A “Here’s What I Can Do For You” Analysis Tool

Convert Prospects Into Clients Using The College Quikplan Calculator - A “Here’s What I Can Do For You” Analysis Tool

Today I’m going discuss a Microsoft Excel calculator that I developed called the College QUIKPLAN Calculator. It’s included as part of your membership and every Certified College Funding Specialist can use this calculator to do some quick before and after college financial planning with your prospective clients. I developed it for financial advisors who want to demonstrate how the repositioning of income and assets can dramatically increase the prospective client’s grant and scholarship of....

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Show Your Clients How To Pay Off Their Student Loans And Get Out Of Debt Using These 6 Repayment Plans

Show Your Clients How To Pay Off Their Student Loans And Get Out Of Debt Using These 6 Repayment Plans

Do you have clients that are struggling to pay back their student loans? They’re not alone. According to the Consumer Financial Protection Bureau, nearly 25% of the more than 41 million people with student loans have trouble paying back their college debt. Student loans are the second largest form of consumer debt in the United States, after mortgages. The total amount of outstanding educational loans has exploded in the past decade, going from $600 billion in 2007 to $1.4 trillion today. In ....

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12 Myths About the FAFSA® Form and Applying for Financial Aid

12 Myths About the FAFSA® Form and Applying for Financial Aid

There’s so much information available about financial aid for college or career school that it can be hard to tell the facts from fiction. We’ve got you covered! Here are some common myths—and the real scoop—about financial aid and the Free Application for Federal Student Aid (FAFSA®) form. MYTH 1: My parents make too much money, so I won’t qualify for any aid. FACT: The reality is there’s no income cut-off to qualify for federal student aid. It doesn’t matter if you have a l....

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You Can Use College Funding To Sell Life Insurance, Here's How

You Can Use College Funding To Sell Life Insurance, Here's How

College funding is a unique niche for financial professionals. To succeed in the niche market of college financial planning, advisors must separate themselves completely from their competition. Do you have clients who will send their kids to college in the next few years? How about grandparents who want to help their grandkids pay for their education? If so, financial advisors should understand the importance of protecting their clients’ assets and income while planning for the high costs of....

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