The "College Doctor" Program  
Software - Marketing - Education - Support
 
Click here to view a College Doctor program overview 

Education & Support

Education & Support to successfully and profitably implement a turnkey college funding service, including:

• Email support from national experts to assist you with marketing questions and client analysis so you do not miss planning opportunities
• Teleconferences to network with college funding peers
• E-alerts that provide the latest strategies and marketing tips
• A comprehensive & easy-to-understand 1,000+ page reference guide
• Practical examples and planning tips to enhance learning
• A data collection questionnaire to facilitate data gathering
• How to Read a Tax Return video to learn the secrets of reading a client’s tax return
• Beating the “Kiddie Tax” video to learn how you can still shift income to children to save taxes
• Intro to College Funding course to give you confidence
• NICCP Library that will answer your questions plus additional strategies on the topic
• NICCP University videos that gives you an education on over 100 topics

Marketing

Proven Marketing tools that generate quality leads, including:

• Marketing newsletters that attract prospective clients
• Sample marketing pieces to develop effective marketing pieces
• Four booklets that can be used to generate interest in the service
• A turnkey marketing plan to ensure attracting premium clients
• Four seminar presentation kits with suggested narratives
• 200 page book that advisors can reproduce and use as a valuable give-away
• Seminar Invitation & Evaluation Forms to insure attendance and follow-up
• College Decision Navigator
• Drip Contact System to organize your marketing system
• Dealing Effectively with CPAs video to show how to network and receive referrals from the “gatekeeper”
• Special Designation on “Find an Advisor” section of the NICCP website to attract new clients

Software

Comprehensive Software programs that take into consideration all of the relevant college funding factors including:

• Financial Strategy software to easily generate over 2,000 financial strategies
• College Cost vs. Retirement Cost software to evaluate paying for college vs. saving for retirement and to link college planning to retirement planning to cross-sell products and services
• 529 Taxability software to determine the taxable amount of 529 Plan withdrawals
• Investment Tax Profile software to help evaluate the investment options for education funding
• Capital Gain Calculator software to maximize the tax benefits of capital gains
• Financial Aid software to maximize eligibility for financial aid
• Tax Planning software to maximize the benefits of the education tax incentives to reduce the tax cost of college
• Cash Flow software to show how to provide the cash flow needed to save and pay for college

The "College Doctor" Program

Click here to enroll in the College Doctor program