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

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