The College Planner™ is an online tool that makes projecting and determining college savings needs easy and clear, allowing individuals to create an effective savings plan and strategy to meet their goals. Its custom-branded appearance blends with an existing website to promote your brand.
- Uses a step-by-step questionnaire that makes determining financial needs easy
- Includes variables such as cost, estimated financial aid amounts, and anticipated savings
- Improves customer service
800-346-3860 opt. 3
