Why CollegeBound 529?

529 plans could help expand your business by deepening client relationships and offering a compelling solution for saving for education. Learn how utilizing 529 plans may help you cultivate client interest, expand client relationships and increase assets under management.

529 resources for financial professionals

Educate your clients about the potential advantages of CollegeBound 529.

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Position 529

Learn how CollegeBound 529 could help reach multigenerational prospects and build your business by deepening client relationships.

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The ABCs of education savings

Helping your clients build a college savings plan is as easy as ABC.

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Explore CollegeBound 529

Learn more about CollegeBound 529 and help your clients start savings for college.

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Meet The team

Access a team of dedicated Education Savings Consultants available to help answer any education savings questions you may have.

Andrew Brown

Education Savings Consultant
Anthony Bamonte

Education Savings Consultant

Please click here to access the CollegeBound 529 Territory Map to see which Education Savings Consultant covers your geographic area.

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