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College Funding

LPL Financial offers advisors a broad spectrum of college funding options to assist clients of all ages in employing the most appropriate tax-advantaged strategies for education funding.

Loan products
Loan products — including financial aid and student loans — can broaden the relationship you share with your clients, providing the means to address your clients’ short and long-term savings objectives.

Student Loan Express is a leading provider of education lending programs. With college tuitions skyrocketing, more clients are withdrawing invested assets to pay for higher education.  Student Loan Express is one of several providers offering alternative funding solutions to help close the education funding gap.

529 Plans
LPL Financial helps advisors to meet their clients’ education funding goals, providing access to a full range of 529 plans and resources:

  • Approved list of 529 plans
  • 529 Analyzer - Smart Saving for College -Better Buy Degrees
  • 529 plan checklist
  • Recorded 10-min. web seminar: 529 Plans: In-State vs. Out of State (FINRA) 
  • Comparison of College Savings Options
  • Columbia 529 Plan Portfolio Construction
  • John Hancock 529 Gifting Checklist
  • John Hancock 529 Plan -- Back to School Kit
  • PLUS Loan Client Letter