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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

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.

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Perfect Combination

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.

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Referrals to Your Practice

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

Next Event

March 2, 3, & 4, 2015
The Orleans Hotel & Casino
Las Vegas, Nevada

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"At our last college planning workshop, 30 of the 31 families stayed to talk with us regarding our financial services."
- Dave Miller
Missouri

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