Helping you serve your clients.

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We offer proven tools at every stage of the prospecting process, from telephone scripts to emails and traditional mailings. To order any of the materials below, call the CollegeChoice Advisor Sales Support Desk at 1-866-485-9419.


NOTE 1: 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.

NOTE 2: 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.

Support for employers

Slimline

An employer overview of the benefits of offering a 529 plan in the workplace. FINRA

Tools for clients

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

For current clients who have grandchildren, use this card to start a dialogue about college saving. FINRA

Estate Planning Flyer

Learn the importance of estate planning with 529 plans. FINRA

Conservative 529 plan investments

Highlights the conservative investment opportunities that are available in a 529 plan. FINRA

Saving Versus borrowing (PDF)

Illustration of how much more it could cost to borrow funds for college instead of saving. FINRA

Financial Aid Summary

A summary of key financial aid information to help you prepare for financial aid questions. FINRA

A College Savings Seminar

Public seminar that discusses the cost of a college education, an overview of 529 plans, and the unique features of CollegeChoice Advisor. FINRA

CollegeChoice Advisor Prospecting Letter

Start the conversation with this letter. Simply download the content and copy it into your letterhead. FINRA

CollegeChoice Advisor Prospecting Email

Email for clients and prospects that highlights the benefits of a 529 plan. FINRA

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

CollegeChoice Advisor Coloring Activity Book

Games, mazes, and spelling scrambles for little ones. FINRA

Employer Payroll Deduction Enrollment Procedures

Help businesses roll out 529 payroll deductions to their workforce. FINRA

Employee Payroll Deduction Enrollment Procedures

Help employees set up payroll deductions for their 529 plan account. FINRA

CollegeChoice Advisor College Saving Infographic

With more and more families thinking about saving for college every year, many don't know how and where to begin. Consider the following facts on saving for college. FINRA

Fact or Fiction

Beginning with many common 529 myths, this serves as a great conversation starter. FINRA

Paying for College

This fact sheet navigates the many options for funding higher education expenses. FINRA

Slimline

An overview of CollegeChoice Advisor, including benefits and investments. (This is an excellent introduction of the Plan for prospects or at seminars.)

College Savings Comparison Chart

Compares the differences among the various college savings vehicles available to your clients - 529s, UGMA/UTMAs, Coverdells, and savings bonds.