College Planning Market

Presented by Gary Peterson

If you work in the college planning market, you are well aware of strategies to move assets or overfund permanent life insurance policies for tax-free cash. What’s better than rearranging existing dollars into better funding vehicles? How about FREE MONEY!

One of our life insurance carriers actually offers college scholarships to children and grandchildren of policyholders.

Here is a link with more details on Foresters competitive scholarship program.

They specialize in low face amount non-med term and final expense whole life. This would be a great addition to existing college planning and a great fit for families without the resources for larger college funding plans.

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