Flexible Education* Savings
What is the best way to save for a child's (or grandchild's) future? We typically refer to "college savings" or "education savings", yet many times the child grows up and goes in a non-traditional education path, sometimes even skipping higher learning for on-the-job training or an entrepreneurial endeavor. And, often enough, a student will qualify for scholarships, which can complicate access to "tax-advantaged" 529 plans.
Truly flexible savings for the future don't limit use to "approved institutions", or even to education use at all.
Download a free PDF on the risks of 529 education plans HERE.
To learn more tap "Let's Talk" in the menu above to schedule a consultation to learn about a popular alternative to typical college savings plans.
Living benefits are provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and medical qualification, and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.