iPipeline CIS / Needs Analysis
Education Funding
Parents often view a college education as essential for their children's success. Engaging your clients in education funding planning is an excellent mechanism for building long-lasting relationships.
The Education Funding approach:
- Takes less time than a life insurance sale
- Is an easier approach to the client than a life insurance sale
- Offers critical analyses your client needs
- Shuts off a portion of your customer's business to the competition
- Often leads to life insurance sales
- Puts additional money in your pocket
The Education Funding module determines the amount necessary to send up to eight children to college. Tuition costs for nearly 3,400 U.S. colleges — plus estimated room and board costs — are preloaded into the system. This module compares the amount needed to any existing savings plan, and illustrates both annual and lump-sum funding solutions.
For further information please contact our sales team…
call 800-758-0824 and select option 2
or email sales@ipipeline.com.
