Help your clients make the smart savings choice
Show your clients how opening a CollegeBound 529 plan can help turn their education dreams into a reality.
Help clients open a CollegeBound 529 plan
Many families dream of giving their children a solid education. A sound investment plan can help that dream come true.
Open a 529 account in four easy steps
Download the application to open a CollegeBound 529 plan for your client.
Questions?
If you are a financial professional, please call us at (800) 410-4246
Educational savings Toolkit
Help strengthen relationships with your clients by providing guidance to decisions they can trust. Our toolkit for financial professionals offers an easy way to navigate those client conversations and best outline the potential benefits of a CollegeBound 529 plan
View Toolkit
