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  
Disclosure Booklet Includes investment objectives, risks, charges, expenses and other important information about the plan.  
CollegeChoice Advisor 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  
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
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  
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