College Planning Center

            The next in person college planning seminar/training will be announced shortly.  To down load the course overview, please click here. To download the sign up form, please click here.

            If you like what you learn more about about selling life insurance the "right" way by becoming a college planner (including listening to a recorded WEBINAR, please click here.

            It’s more difficult than ever to motivate clients (current and potential) to sit down and discuss their finances. We at the ECA believe that “college planning” is the second best marketing tool available in the industry today when done right.  With college planning, you will be helping a client take care of a loved one’s future; and in doing so, you will gain access to all of the client’s financial information in order to give them the best possible advice.

            College planning is “HOT”

            “CBS Radio News today announced that in a recent poll they found that 10 times as many families are attending college funding seminars than any time in the last five years.”

            ECA has a college planning/marketing platform for advisors unlike any other in the industry.  The marketing platform can be as simple or as comprehensive as you’d like it.

            The goal with education through the S.A.G.E.S. college-planning system is to make sure you understand both the financial-aid system as well as how to properly use cash value life insurance and annuities for college funding.

            -You will also learn about the proprietary software/illustration/sales system that is the foundation of the college-planning sales cycle.

            -You will have access to sales PowerPoint presentations, scripts for your first, second, and third meetings with the client, as well as follow-up letters. 

            If you deal with this topic the “right” way, you will have NO COMPETITION!

            There are very few advisors on a nationwide basis who can help clients both with the college-aid system as well as how to properly use cash value life insurance and annuities to help clients save for college expenses.

            For advisors who choose to deal with this topic, you will certainly open more doors and set more appointments.

Educational Webinar

            To listen to a webinar where Andy Bowman of S.A.G.E.S. discusses the two day in- person training/educational seminar, the sales system, as well as the proprietary software, please click here or on the following picture.

            To download the outline for the two day college-training seminar, please click here. 

          Contact carla@ecamarketing.com now to learn more and to start using college planning to grow your business.