The Hartford Issues White Paper about 529 Plans

A white paper summarizing the results of The Hartford’s fifth annual college savings survey is now available to advisers. 

The white paper also encourages advisers to incorporate 529 plans into their financial planning practices because they are:

  • Good for clients: advisers can help their clients plan holistically for the future.
  • Good for business: 529 plans may give advisers the opportunity to work with younger families and help them offer older clients more options for gifting and estate planning.
  • Good for the next generation: an education provides lasting value for the next generation of Americans.

The white paper is available for advisers registered on HartfordInvestor.com.

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