UNDERSTANDING “PREFERENTIAL PACKAGING” AND HOW COLLEGES USE IT TO RECRUIT STUDENTS

UNDERSTANDING “PREFERENTIAL PACKAGING” AND HOW COLLEGES USE IT TO RECRUIT STUDENTS

College costs have escalated beyond the reach of many families today.  While the cost of in-state public universities hovers around $30,000 a year, private school costs have now reached the $70,000 mark. As a result, many of these private colleges now use financial aid as a recruiting tool for students that fit the school’s profile. This phenomenon is called "preferential packaging." Preferential packaging merely means that colleges will offer the most advantageous financial aid packages to ....

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JOIN ME IN LAS VEGAS AT 2018 HOW TO GET… THE “HARD TO GET” - A TACTICAL SYMPOSIUM FOR FINANCIAL PROFESSIONALS, ESTATE PLANNERS, & CPAs

JOIN ME IN LAS VEGAS AT 2018 HOW TO GET… THE “HARD TO GET” - A TACTICAL SYMPOSIUM FOR FINANCIAL PROFESSIONALS, ESTATE PLANNERS, & CPAs

I have been asked a few times over the last couple of years to put on another Las Vegas college funding event as I have done so many times before. I have purposely pushed back on the 1-2 day live “college” only events, because quite honestly when it comes to “college” there isn’t that much to talk about that couldn’t be done online. Also, I don’t think it is right making up excuses to cancel a live event and replace it with an online webinar when there aren't enough registrations o....

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COLLEGE FUNDING IS REALLY THE GRANDPARENT’S MARKET AND ALL THEIR WEALTH AND ASSETS SHOULD BE MANAGED BY YOU - DON’T MISS OUT ON WORKING WITH THESE PROSPECTS

COLLEGE FUNDING  IS REALLY THE  GRANDPARENT’S MARKET  AND ALL THEIR WEALTH AND ASSETS SHOULD BE MANAGED BY YOU - DON’T MISS OUT ON WORKING WITH THESE PROSPECTS

If you’re a successful investment advisor, you already have considerable clients. So when someone suggests college funding as a way to attract new clients, you may wonder how in the world can “college” add anything to my current investment practice. Right? The answer is grandparents. Your critical prospective clients, the ones with money to invest, are usually between the ages of 50-65 and older and they are more than likely to have grandchildren. Grandparents love to talk about their gra....

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OPINION: AMERICA’S COLLEGES AND UNIVERSITIES HAVE A SERIOUS REVENUE PROBLEM

OPINION: AMERICA’S COLLEGES AND UNIVERSITIES HAVE A SERIOUS REVENUE PROBLEM

Trimming costs or enrolling more students can’t cure what higher education faces — but these other steps might. Painting a grim picture for American higher education, Moody’s Investors Service recently changed the industry’s outlook from “stable” to “negative.” This return to negative ratings reinforces a number of trends that bear close review. The facts are clear and inescapable. The comprehensive fee – tuition, fees, room and board – will approach $70,000 a year at a ....

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