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Frequently Asked Questions
Do I have to contract with your company for financial products or services?
No, we don’t represent any carriers or broker dealers … sell the same products and services you are selling now; just sell a lot more of them.
How are prospects marketed?
Although there are many ways to use college planning as a door opener, one of the primary reasons our Advisors are so successful is we provide pre-selected referrals. All of our premium referrals have an immediate need, have asked to speak with a qualified professional, and are just as eager to meet with you as you are with them.
Do you offer protected / exclusive territories?
Yes, you can “lock up” zip codes in your area and gain exclusive access to hot prospects no other college or financial planner can contact.
Do I have to become a full-time college planner to participate?
No, our parent company, College Funding Solutions, Inc, with over 15 years of hands-on experience in the college planning industry, does all the back-end service work for you. This allows you to focus on what you do best; solving people’s financial problems with your financial products and services.
Is this primarily for representatives who sell 529 plans?
No, effective college planning is much more than offering 529 plans. Our focus is high school aged children with parents whose primary concern is managing the money they have already put away. In addition, these parents are also much closer to retirement; which offers a seamless transition into your related financial products.
How do you differ from your competition?
The two overwhelming differences are our business focus and revenue source. Rather than selling you a “kit,” our revenue stream is our back-end college planning work. We don’t charge you a monthly membership fee or keep “selling you more” as we go. In fact, we pay you a commission on all college planning business that you turn to us. Our focus is simple: make money with you … not off of you.
Are there startup costs?
As with any legitimate business opportunity, expenses are involved. However, unique to our program, start up costs are reimbursable. Advisors are not only paid commissions for each college planning client they enroll; but are also reimbursed for their initial costs.
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September 8 - 10, 2008 |