College Costs Are Rising,

Is Your Plan Flexible Enough?

Rising tuition exposes a major flaw in how most families plan for college.

Complete the short quiz to find out if you're eligible to speak with a college planning specialist.

See Where You Stand with College Savings.

No products. No pressure. Just clarity.

(1/8) How many years do you have before the need for tuition?

0-5

5-10

10 or more

(2/8) What is your age?

20-30

30-40

40-50

(3/8) Which range best reflects your household income? (for planning context only)?

0-$50k

$50k-$100k

$100k or more

(4/8) Before today, were you aware that some families explore multiple financial tools for education planning?

Yes

No

(5/8) Do you understand the advantages and disadvantages of 529 plans?

Yes

No

(6/8) Have you started saving for college using other financial vehicles?

Yes

No

(7/8) When would you like to discuss whether this type of planning approach may be appropriate for your situation?

As soon as possible

Within the next month

Within the next few months

I was just answering these questions to see if it would give me a score

First Name

Last Name

Phone *

Email *

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Once the quiz is complete, a college planning specialist will reach out to discuss your results and available next steps.

This website and quiz are provided for educational and informational purposes only and do not constitute financial, tax, legal, or insurance advice. No specific insurance products are offered or sold through this page. Any discussion of financial strategies is general in nature and may not be suitable for all individuals. Availability, features, and suitability of any insurance or financial strategy depend on individual circumstances and are determined only after consultation with a licensed professional.