Investment Professionals Overview

Overview

Parents often list their #1 financial goal as investing for college. However, very few are investing enough to cover the rapidly rising costs of college tuition. With the cost of college outpacing increases in median income level and financial aid shifting primarily to loans, it is no wonder that common investment vehicles of the past are inadequate.

Qualified Tuition Programs have grown out of IRS Tax Code Section 529 – thus the nickname 529 Plans. These state-run plans are designed to allow money to be invested tax-deferred to pay for higher-education expenses and to give tax benefits to those who are investing.

The following training module is intended to provide you with a general understanding of 529 Plans and benefits of tomorrow's scholar^®. Please take your time and read through each of the sections.

Upon completion of this overview, you may complete the registration form for the Financial Advisor area of this site. This will allow you access to the tools and resources we reserve especially for financial advisors. Information contained here will include:

Secure access to your clients' accounts
Program news and updates
Order materials – enrollment kits and special promotional materials
Easy-to-use reference guide

If you have any questions, please contact a representative toll-free at 1-866-677-6933, option 1.

FOR INSTITUTIONAL INVESTOR USE ONLY – NOT FOR USE WITH THE PUBLIC

This Web site is accompanied by a current program description for the tomorrow's scholar^® plan.

An investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing.

Not FDIC Insured • No Bank Guarantee • May Lose Value