Hands-On Training

Our Dollars & Sense program is taught exclusively through a face-to-face seminar format that has been specifically designed for the financial professional.

Unlike others who may think selling you a mail order kit, with only bits and pieces of the process, is the way to go, our experience tells us there is simply no substitute for hands-on training.

Our Dollars & Sense training seminar is built on one goal – your success! 

Comprehensive, yet streamlined, our seminar is conducted over three information-packed days at the fabulous Orleans Hotel & Casino in Las Vegas, Nevada.

For a Registration Fee of only $795 (early registration discount available), you will learn step-by-step procedures, including:

• How to put yourself ahead of the competition by marketing with college planning

• How to easily incorporate college planning services with your current structure, educate families, and build long-term, multi-sale relationships

• How you can create a significant additional revenue stream solely from college planning clients

• Specifics on our exclusive referral affiliation program with the Financial Services Foundation, a nationally recognized community service organization

• Presentation specifics, including attention getters, hot buttons, buying signals, and closing procedures that have others converting over 80% of the interviews into clients

• How to easily partner with the college planning industry service leader to ensure that your client families benefit from comprehensive service fulfillment

Please keep in mind that all marketing, presentation, and closing strategies detailed during our Dollars & Sense training seminar are not theories or what we think might work.  Rather, proven methods that have been used to secure over 17,000 client families since 1993. 

With our Dollars & Sense program, we will not ask you to license with us for financial products, or change carriers.  We want you to keep selling the products you are selling now, just sell a lot more of them.

Next Event

September 8 - 10, 2008 The Orleans Hotel & Casino Las Vegas, Nevada

Register Now

"Yours is easily the most beneficial seminar / workshop I have ever attended."
- Sydney Corbin
Florida