Take the Quiz

If there are not YES answers to all these questions, perhaps you should consider contacting one of our College Planning Specialists.

  • Am I aware that I can earn a guaranteed scholarship, up to 1 full year's tuition, at over 280 participating Schools and Universities?
     Yes No Not Sure
  • Do I have complete access to my college cash without any taxes or penalties?
     Yes No Not Sure
  • Am I getting a guaranteed, competitive rate of return on my college savings?
     Yes No Not Sure
  • Is my College Fund protected from market risks?
     Yes No Not Sure
  • Is my College Fund growing Tax Free?
     Yes No Not Sure
  • If I don't use the funds for College, will I have NO penalties?
     Yes No Not Sure
  • Do I have the flexibility to take out funds early in case of an emergency?
     Yes No Not Sure
  • Do I have the flexibility to use the funds for tax-free retirement if they are not used for College?
     Yes No Not Sure
  • Can my College Funds be used as collateral for a non-structured loan?
     Yes No Not Sure
  • Is my College Fund money always 100% liquid, always available and under my control?
     Yes No Not Sure
  • Will my strategy leave all the funds needed for college and leave my family debt free even if I were to die prematurely?
     Yes No Not Sure
  • Will My College Fund protect me from future government tax increases?
     Yes No Not Sure
  • If I find another safe, strong investment with great returns, will I have access to the money to move there for a while?
     Yes No Not Sure
  • Will my College Fund give me an "Indexed" return if the market does well but NEVER allow you to lose money?
     Yes No Not Sure
  • Am I aware of the percentage "4-year" pass rate at the schools that I am looking at?
     Yes No Not Sure
  • Will my College Savings allow me to save and have access to cash without increasing the cost of college through a higher EFC?
     Yes No Not Sure
  • Am I aware that normal 529 plans and other current savings strategies may INCREASE my out of pocket cost of college?
     Yes No Not Sure
  • Am I aware that it could cost me less to send my student to an "Expensive" private school rather than a "Cheaper" public school?
     Yes No Not Sure
  • Your Name (required)
  • Your Email (required)