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Products January 24, 2013
JPM Calendar Shines Light on College Planning
A college savings-themed desktop calendar can be
used as a tool to start conversations with clients and highlight the benefits
of 529 savings plans.
Reported by
PLANADVISER staff
With tuition, taxes and student loan debt on the rise, college planning is key for many families. Advisers looking to build their 529 business can use J.P. Morgan Asset Management’s 2013 desktop calendar as a starting point for conversations on tax-advantaged 529 college savings plans or to raise awareness. Graphics are designed to pique interest and insights help drive home the need for tax-efficient college savings.
The calendar can be ordered, free of charge, here from J.P. Morgan Asset Management.