SIMPLE SUCCESS FOR THE INSURANCE PROFESSIONAL  This is the newest addition to our training and quite simply, the most powerful 1/2 day you can spend.  We provide you a foundation of College Planning followed by 3 hard hitting modules designed to do one thing:  INCREASE YOUR PRODUCTION by providing client benefits found ONLY IN INSURANCE PRODUCTS.  TERM, PERMANENT and DI/LTC Modules are included. 


Partners


LESSON INCLUDED: Module 1 Lesson 1

FREE

7 day access


DO YOU CARRY THE CFP DESIGNATION?  We've been authorized by the CFP Board to offer up to 25 hours worth of CFP CEU's providing you the opportunity to kill two birds with one stone. 

Take a look by clicking on this link of what we offer, then select the program that's right for you and begin bringing your clients the exceptional level of service and counsel they have come to expect from you!


MODULES INCLUDED:

5 OPTIONS

RANGING FROM 6 - 25 CEU's

FREE LOOK - NO OBLIGATION - NO RISK!  We understand that some of you may be skeptical about a credit card transaction, so just to make sure you're comfortable, we give you TWO OPTIONSThis one requires NO CREDIT CARD, NO RISK, NO OBLIGATION.  You'll get a userID and Password and gain access to Lesson 1 in Module 1.  It's nearly an hour long introduction to college planning. 

The Second option you'll find just below this box, it's "THE FUNDAMENTALS of COLLEGE PLANNING.  Although we charge $99, you'll find a great foundation in that module and as the description notes, quite possibly all you may need to get started in College Planning.


If you feel as though you already understand College Planning and are looking for support, please consider College Quest Alliance (at the bottom of this page under "PARTNERS"

CLICK HERE TO GET A FREE LOOK!

Catalog


BUNDLE AND SAVE OPPORTUNITY

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CASE DESIGN

MODULES INCLUDED:

1, 2 & 3
PLUS CASES

1 month access

 $249


Case Design   It's one thing to read the book.  It's entirely a different thing to see the application of what you've learned with real world cases.  That's what this module is all about.  We take 3 very different families, with 3 very different needs and create a clear picture of how the data we collect will transform into business opportunity for you and absolute and concrete solutions for the client.  This module is essentially a template that you can use to further ensure your College Planning Success.

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Setting your FEE

MODULES INCLUDED:

1, 2 & 3 PLUS 11

1 month access

$199


Your College Planning Fee  Some advisors are FEE BASED, others are Insurance Producers, some are looking to implement College Planning as an hourly service.  This module will provide you with specific guidance to identify what you will include in your college planning fee and what you should consider when setting your fee.   Fees can range from $0 to more than $5,000.  Get the confidence you need in the fee you WANT by selecting this module.

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Prospect to Client Conversion

MODULES INCLUDED:

1, 2 & 3 PLUS 10

1 month access

$219


Prospect to Client Conversion SUCCESS  The college planning market is full of anxious parents who recognize they need help to address one of the most expensive periods of their lives.  This module will provide you with a clear understanding of what the prospect is looking for and how to help them understand the importance and value of working with you.  Using what you learn in this module, including key phrases and illustrations, will increase you closing ratio dramatically.  If you're struggling to make clients from your prospects...struggle no more!  Its a science that we can teach you.

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College Planning Integration

MODULES INCLUDED:

1, 2 & 3 PLUS 9

1 month access

$199


The HOLISTIC Implementation of College Planning  Too many advisors will avoid College Planning because they believe it's a niche.  In fact, we will show you HOW to effectively integrate every other aspect of planning with college.  This is the training that shows you how easy it is to initiate a retirement discussion with college planning and demonstrate the integral nature of tying the two (college and retirement) together.  The plans for every financial goal a family has must be inter-twined in order to improve the odds of successfully achieving as much of all of them as possible.  This module is about being a TOTAL advisor to your clients!

BUNDLE AND SAVE OPPORTUNITY

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FINANCIAL AID Principals & Applied

MODULES INCLUDED:

1, 2 & 3 PLUS 5, 6 ,7, 8

3 months access

$249


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FINANCIAL AID Applied

MODULES INCLUDED:

1, 2 & 3 PLUS 8

1 month access

$199


Practical Application of Financial Aid  This is essentially a continuation of The Principals of Financial Aid.  Here you will take what you know about financial aid and see how to couple those principals with the anticipated responses to aid requests by various school types.  Private and Public institutions work very differently in the area of financial aid and this becomes one of the aspects of college planning that can provide you with significant opportunity to save your client thousands of dollars.

MODULES INCLUDED:

1, 2 & 3 PLUS 5,6,7

1 month access

$219



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FINANCIAL AID Principals

The Principals Financial Aid  There are plenty of calculators for Aid Eligibility and free sites where you can discover Cost-of-Attendance numbers for every school; we'll even point you to them in this module.  The value of this module is immense:  It will provide you with the confidence you'll need to effectively communicate with your MARKETING partners in order to  gain their trust.  It will also provide you with expertise in the field, not just awareness.  Every parent will want to know that you have intimate knowledge of their number one concern.

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MARKETING

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FUNDAMENTALS

Successful Marketing of a College Planning Practice  Perhaps the most popular element of our College Planning Training, this module focuses on what puts you in front of more qualified prospects with predictable outcomes.  We will show you how we consistently get in front of an audience of highly qualified and motivated prospects who do not consider "waiting" an option.  Ours is a NO PRESSURE approach that provides the client exactly what they need when they need it most.  And the best part is that most marketing we cover has virtually no cost to you!  No lists, no mailers, no postage.  Just predictable results time after time.

MODULES INCLUDED:

1, 2 & 3

$99 

1 month access


The Fundamentals of College Planning  This is for the individual who is attempting to understand the college planning market.  You will learn about the size of the market, the concerns of every parent of a college-bound student and be able to identify the importance of integrating college planning into your practice.  For the self-starter and individual willing to do the heavy lifting by themselves, this may be all you need to get a leg up in the College Planning segment of the Financial Services business. 

​Below you will find every option we offer.  Simply click anywhere on the option you are interested in. Each module is available as a stand-alone, or for maximum savings, we offer BUNDLES.  The Comprehensive 40+ hour option is at the bottom of this page.  Our NEWEST offering is the Simple Success option available by CLICKING HERE.


W e also invite you to take a free look by selecting the FREE LOOK option below or The Fundamentals of College Planning for just $99. 


All options include a RESOURCE archive and DISCUSSION BOARD for communicating with the founders as well as other trainees.    



Make it easy, just CLICK HERE and see the combo that's right for you.  


Pairing the right training modules with the right software solution will ensure the highest level of college planning success.   





MODULES INCLUDED:

1, 2 & 3
PLUS 11 and CASES

3 months access

 $299 


CLICK HERE TO BUY
Setting your FEE & Case Design

MODULES INCLUDED:

1, 2 & 3 PLUS 12

1 month access

$149


Academic Partners  Advisors looking to expand their College Planning services beyond financial will want to consider this module.  Parents of college bound students, just like any other market, are naturally attracted to a complete solution provider.  You'll learn in this module how to avoid practicing outside of your area of expertise and how partnering with an academic services provider can be a tremendous catalyst to your practice.  Referrals from symbiotic relationships will become a staple of your business.

TOTAL SOLUTIONS

919-469-196




MODULES INCLUDED:

1, 2 & 3
PLUS 4, 11 and CASES

3 months access

 $479


BUNDLE AND SAVE OPPORTUNITY

CLICK HERE TO BUY
Academic Partners


MODULES INCLUDED:
Everything Above

3 months access


 $999




SELL MORE TERM, PERMANENT AND D/I & LTC!


MODULES INCLUDED:

INSURANCE SUCCESS!

$399


MODULES INCLUDED:

1, 2 & 3 PLUS 4

1 month access

$249



CLICK HERE TO BUY
 Marketing & Setting your FEE & Case Design

Cumulus College Quest

Collegiate Funding Solutions' mission is to help parents  save ON and not just FOR the cost of a college education.

...And, once you understand College Planning, it's time to consider the premier provider of web-based College Planning Software, tools, & other educational resources. Click the logo to the left to visit our partner, Collegiate Funding Solutions. 

You are never alone as a College Planner when you join College Quest Alliance, a consortium of College Planners with a common goal of sharing best practices, resources, ideas, marketing materials, etc., in an effort to raise the bar on College Planning. Click on the logo to the left to learn more.