Our Business is Growing Yours

College planning, your next step for marketing insurance, annuities, retirement and related financial products, provides immediate-need prospects and long-term, multi-sale clients.

Benefit Without Becoming a Full-Time College Planner

Put the hottest sector of the financial services industry to work for you; without becoming a full-time college planner.

Dollars & Sense offers personalized solutions, hands-on training, time-tested procedures, turn-key service fulfillment, and qualified referrals directly to your practice.

Sell what you’re selling now; just sell a lot more of it!

Today's Hottest Market Your immediate-need college planning sales become your long-term life, annuity, and retirement planning clients. Enjoy substantial profits without becoming a full-time college planner. Read More

Perfect Combination To reduce college costs, families educated by a knowledgeable Advisor will ask to move their assets into targeted insurance, annuity, and related retirement products. Read More

Referrals to Your Practice

Gain exclusive access to elite referrals in your specific marketing area. All have requested a consultation with a local financial professional regarding their planning needs.

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Next Event

March 5, 6, & 7, 2012 The Orleans Hotel & Casino Las Vegas, Nevada

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"I wanted to thank you for introducing me to the marketing niche’ of college planning. Families are excited to talk to me."
- Ed Clarke
Louisiana

Cutting Edge Strategies