Literature Support for Financial Professionals
We offer proven tools at every stage of the client account experience, from account opening to creating a withdrawal strategy. To order any of the materials below, call the CollegeChoice Advisor Sales Support Desk at 1-866-485-9419.
Please check with your home office Compliance Department prior to using these sales tools to ensure that they are within your company's compliance guidelines.
By clicking and downloading materials on this page, you agree not to materially alter the content, format or related disclosure, and to use the materials in substantially the form provided.
Looking for enrollment kit pieces and other forms? Visit our Forms page.
Sales Literature Support
Literature Item Name | Description | |
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Disclosure Booklet | Includes investment objectives, risks, charges, expenses and other important information about the plan. | |
Seminar PowerPoint Presentation Template | A PPT deck for financial professionals to use when speaking to prospective clients. Subjects include the costs of education, features and benefits of the CollegeChoice Advisor plan, Investment Options, and so much more. | FINRA |
Enrollment Brochure | Learn about the benefits of the CollegeChoice Advisor plan, including benefits, investment options, and frequently asked questions. | |
Slimline | An overview of CollegeChoice Advisor, including benefits and investments. | |
CollegeChoice Advisor Informational Flyer | A great take-away for seminars or leave-behind for office waiting rooms. Simply add your contact information in the customizable section. | FINRA |
Tax Benefits | Learn how a CollegeChoice Advisor 529 Savings Plan account can help your client save — while they invest in their future student. | FINRA |
Grandparent Card | Grandparents can leave a legacy of education to their future generations. This piece is a great conversation starter. | FINRA |
CollegeChoice Advisor Coloring Activity Book | Filled with games, mazes, and spelling scrambles for little ones. | FINRA |
College Savings Comparison Chart | Compares the differences among the various college savings vehicles available to your clients - 529s, UGMA/UTMAs, Coverdells, and savings bonds. |
Planning Aides
Literature Item Name | Description | |
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10 Tips to Navigate Financial Aid | Help your clients understand the basics of financial aid, and how they can make the most of their education dollars. | FINRA |
Financial Aid ABCs | A summary of key financial aid terms and information to help you prepare for financial aid questions. | FINRA |
10 Tips for Smarter Distributions | Learn how to help clients create a spending strategy, minimize the impact of distributions on financial aid eligibility and avoid penalties. | FINRA |
Balancing Education and Retirement | Learn about common misconceptions that your clients may have when saving for both college and retirement so that you can help them achieve their savings goals. | FINRA |
Apprenticeship Flyer | Learn how CollegeChoice Advisor 529 Savings Plan helps families save for future education in a tax-advantaged way. | FINRA |
Estate Planning Flyer | Learn the importance of estate planning with 529 plans. | FINRA |
K-College Savings | 529 plan accounts have many advantages, and recent legislative changes have opened them up to K-12 education. | FINRA |
Employer & Employee Resources
Literature Item Name | Description | |
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Employer Slimline | An employer overview of the benefits of offering a 529 plan in the workplace. | FINRA |
Employee Payroll Deduction Enrollment Procedures | Help employees set up payroll deductions for their 529 plan account. | FINRA |
Employer Payroll Deduction Enrollment Procedures | Help businesses roll out 529 payroll deductions to their workforce. | FINRA |
529 QuickView®
Manage client transactions and uncover new opportunities, all in one place.
College Financing Planner
How much is enough? This calculator helps clients set college savings goals.