Build Your Business with a College Savings Product
Offering a college savings product is a great way to help build your business. By adding a 529 savings plan like the Learning Quest® 529 Education Savings Program to to your lineup you can help demonstrate to your clients that you can meet all of their investment needs. Plus, you can bring in additional assets from clients and their immediate and extended families.
Offering a 529 college savings plan helps you:
- Foresee investors' needs - Be a one-stop shop for all your clients' investing needs so they can consolidate their assets with you.
- Deepen relationships - Provide a comprehensive view of your clients' goals and help them make better financial decisions.
- Protect your client base - Secure your clients' college savings assets before they look elsewhere.
Financial professionals have online account access through 529 QuickViewSM.Account Access
Discover new ideas for building your business around Learning Quest Advisor and documents to share with clients.Sales Tools
Before investing, carefully consider the plan's investment objectives, risks, charges and expenses. This information and more about the plan can be found in the Learning Quest Advisor Handbook, available by contacting your financial advisor or American Century Investment Services, Inc., Distributor, at 1-800-345-6488, and should be read carefully before investing. If you are not a Kansas taxpayer, consider before investing whether your or the beneficiary's home state offers a 529 Plan that provides its taxpayers with state tax and other benefits not available through this plan.
Notice: Accounts established under Learning Quest and their earnings are neither insured nor guaranteed by the State of Kansas, the Kansas State Treasurer or American Century Investments.
Administered by Kansas State Treasurer Ron Estes
Managed by American Century Investment Management, Inc.