Capture the opportunities
College Planning Essentials 1 48% high-income families without a plan to pay for college1 Use the latest trends in tuition costs, financial aid and student debt to underscore the need to save for college.
College Planning Essentials 2 67% parents not confident about reaching college savings goals2 Present easy-to-understand charts illustrating the saving and investing behaviors that can enhance client outcomes.
College Planning Essentials 3 73% college savers not using a 529 plan3 Consolidate assets currently held in taxable accounts, savings and CDs into a tax-advantaged 529 plan.
1 Source: Sallie Mae, "How America Pays for College," 2013
2 Source: College Savings Foundation, 2012 Survey of Parents
3 Source: Sallie Mae, "How America Saves for College," 2013
Your clients have questions.
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Welcome to College Planning Essentials, a powerful new tool for engaging clients and encouraging informed investing. Use it during your conversations to uncover needs, deliver solutions and deepen relationships.
J.P. Morgan is the investment manager and distributor for New York’s 529 Advisor-Guided College Savings Program.
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Call 1-800-774-2108 or your J.P. Morgan Client Advisor for more insights into building your 529 plan business.