A Blueprint For College Planning Preparedness

  • ✓ Meet An Important Market Need
  • ✓ Stand Out From The Crowd
  • ✓ Generate New Prospects
  • ✓ Sell Products to Address Client Need
  • ✓ Save Your Clients Thousands

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There is a Tremendous Market Need to Educate Families on College Planning

91%*

Families that intend to borrow money for their child’s college education

83%*

Families that feel unprepared for the college planning process

61%*

Families that feel higher education is a good investment

Stand out from the crowd while providing a unique and valuable service to your clients or customers

The NextFourPlan Report is a personalized report supplemented with other valuable resources that serve as a comprehensive college planning preparation tool for families sending children to college.


Personalized Reports


Provides Full Premium Support


Generates New Prospects



“The report has helped initiate many conversations regarding people’s finances. A financial product sale typically follows. Everyone is worried about college costs and how to keep them in check. Now I can be a part of that conversation and help with a solution.”

~~ Erik S, Cleveland Ohio