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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Easy Fix For The Student Loan Crisis, But Lawmakers Will Never Go For It

Easy Fix For The Student Loan Crisis, But Lawmakers Will Never Go For It

As the marketing director of the Association of Certified College Funding Specialists, I work closely with the founder Ron Them, CCFS® and every now and then when I look at one of our chats, I think to myself… I should share this.   When it comes to college funding, there is not a better thinker regarding the subject. I should know, I see the demand for his expertise weekly, as I am the person that approves the interview requests for him. Ron and I were working on updates to the Education ....

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How to Use a 1040 With Your College Funding Clients to Sell Life Insurance

How to Use a 1040 With Your College Funding Clients to Sell Life Insurance

Since the majority of time and effort for any financial advisor goes into prospecting for new business, you should always strive to make the most profit from each contact. This means you will need to make each prospect as comfortable as possible when discussing their finances. You will also need an array of ideas and strategies that will keep your prospect’s interest, and then determine when a financial product will fit that strategy. Cash value life insurance is not the easiest financial pro....

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5 Things to Do After Filing Your FAFSA® Form

5 Things to Do After Filing Your FAFSA® Form

Congratulations! You submitted your 2018–19 Free Application for Federal Student Aid(FAFSA®) form! Wondering what happens next? Here are a few things to look out for: 1. Review Your FAFSA® Confirmation Page After you complete the FAFSA form online and click “SUBMIT,” you’ll see a confirmation page like the one below. This is not your financial aid offer. You’ll get that separately from the school(s) you apply to and get into. Your school(s) calculate your aid. The confi....

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