College planning is a lifetime decision, from saving to loan repayment, and what about planning for graduate school? On today’s What Works Wednesday, Matt is joined by Fred Amrein from Pay For Ed to talk about ways that you can deliver value to your clients by asking about education planning. With the average loan borrower over the age of 50 and retirees helping with education for their children and grandchildren, it’s important to ask clients who is talking with them about these plans.
*PayForED is not a Registered Investment Advisory or CPA Firm. The information provided is general financial information, and each client’s situation is unique. This information is based on current rules at the time of the recording, which may change in the future. Any of the financial strategies or tax ideas discussed today should be reviewed with a financial professional or tax expert before making any final personal financial decision.
Stacking the odds in your favor when it comes to prospect meetings.See More
How a tragedy created a life mission.See More