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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14 FAQs to Share With Your Clients About Using the IRS Data Retrieval Tool When Completing the FAFSA

14 FAQs to Share With Your Clients About Using the IRS Data Retrieval Tool When Completing the FAFSA

The Internal Revenue Service Data Retrieval Tool (IRS DRT) is available for the 2018‒19 FAFSA® form. Many of you remember the issues from last March that shut things down for your clients and their FAFSA submissions. Additional security and privacy protections have been added to address concerns that data from the tool could be used by identity thieves to file fraudulent tax returns. The IRS DRT will not return for this school year but it is there for next school year. The IRS DRT remains the....

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