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EDUCATION PLANNING: Action steps for your business

HERITAGE PLANNING > EDUCATION PLANNING
UNDERSTAND 1
CONNECT
  • Meet with every client on this issue to discuss this planning opportunity and review their options.
  • Parents, grandparents, great-grandparents, aunts, uncles, and family friends can all contribute to a child's college savings plan.
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DELIVER Provide materials that illustrate how clients can start planning for education costs now, including these unique 529 plan features:
  • gifting strategies
  • estate tax management strategies
  • asset control retention
Thank you for your patience as we update this content.
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PRODUCTS & STRATEGIES
Asset Allocation Funds
Provides convenient access to a broadly diversified, professionally managed portfolio of underlying MFS funds in a single investment and is rebalanced
      Sales tools
529 Savings Plan
Help clients fund a college education while potentially reducing their estate taxes
  Key points Brochure Forms kit
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