Selling 529 Plans
Paying for college is, along with retirement saving, the biggest financial concern of Americans.
529 Plans offer the most flexibility and tax advantages of the many college savings vehicles out there, making them a great way to diversify your book of business, deepen your existing relationships and acquire sticky assets to manage. Plus you can tap into a rich source of donations with the 529 estate planning incentives for grandparents, family and high-net-worth individuals.
Voya Investment Management can help you set yourself apart in this market, with a robust set of tools and resources to start conversations and close sales.
- Guide to 529 Plans summarizes the benefits of 529 plans for clients, including federal and state tax advantages, contribution flexibility, control and estate planning features.