Are you having difficulty bringing effective and comprehensive college loan solutions to your clients? Is it taking too long to learn all the ins and outs?
The CollegeLOAN Evaluator is designed for:
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Certified College Planning Specialists
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CPAs and CFPs
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Financial Advisors
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Insurance Agents
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Educational Consultants
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Educational Services Providers
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Financial Services Providers
The help you get:
The Loan Evaluator helps advisors that need either the training to develop comprehensive college loan plans themselves, or access to experts to develop the funding strategies for them. The Loan Evaluator also provides quarterly tel-a-conferences and a monthly web based newsletter addressing current topics on college loans.
Results you get by using the CollegeLOAN Evaluator:
You will be able to bring your clients college loan plans and strategies that will save them thousands of dollars, help them preserve their assets and give them financial options they may not have thought they had.
CollegeLOAN SOLUTION Program:
This program is for the person who wants to develop comprehensive college loan plans themselves. The program includes:
- 2 hours of interactive tel-a-conference training on college loans and strategies
- Practical examples and planning tips to enhance learning
- Case study work to help you apply this knowledge
- Software that takes into consideration all of the relevant college financing factors
- Ongoing support via e-mail
- Quarterly tel-a-conferences
- Monthly web based newsletters
Costs:
Registration Fee $995.00
Annual Retainer $495.00
Cost Per Case (if needed) $295.00
CollegeLOAN PLAN Program:
This program is for the person who wants access to experts to develop the college loan strategies for them. The program includes:
- 2 hours of interactive tel-a-conference training on college loans and strategies
- Ongoing support via e-mail
- Quarterly tel-a-conferences
- Monthly web based newsletters
Costs:
Registration Fee $350.00
Annual Retainer $100.00
Cost Per Case $295.00
Payment made in advance and charged on your VISA, Master Card, American Express or Discover credit card.
I'm ready, sign me up now!
