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Use H.E.P.P.Y to quickly determine what you can do for your clients!!!
College planning made simple! Delivers strategies and savings in just minutes!
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H.E.P.P.Y. software... No financial data input required! Advisors simply answer a few questions and in just minutes this college planning software determines your clients' profile and hands you the talking points and strategies for that particular profile as well as an estimate of the savings they might expect.
H.E.P.P.Y. is a quick, easy and reliable way to determine what results you can provide for a client. H.E.P.P.Y. identifies solutions to your clients' college funding concerns by looking at financial aid, cash flow, tax capacity, and saving/investment strategies.
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Click Here to View H.E.P.P.Y. Demo
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H.E.P.P.Y. quickly determines your clients' profile
- Provides you with the specific strategies for that family.
- It will even show you the potential savings from each strategy!
H.E.P.P.Y. also provides you with:
- Talking points that create interest
- Practical examples
- Stories and examples
- EFC Estimator
- College Freshman class database
- Other calculators
Look what else you get with the College Doctor Program...
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Ongoing Advisor Support- Each Tuesday and Thursday from 3 – 4:00 PM Eastern
- Get your questions answered!
- Technical and Marketing support calls
- Technical and software support with Riley Tommerup
- Marketing and new business support with Ed Kinkopf
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Rick Darvis' College Funding Book !
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Rights to edit, duplicate and distribute Rick Darvis’ 198-page college funding book.
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Perfect seminar handout / first appointment handout
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Lifetime access to the NICCP Intern Program
- The NICCP’s “How To” Program
- 16 hours of technical and marketing training
- All recorded with 24/7 access
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College Funding Marketing Ball Program - A Process for scoring more clients!
In these interactive teleconference sessions we combine Robert Middleton's program for effectively converting prospects to clients with the NICCP's tools for "doing college planning". An unbeatable combination!
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Marketing tools: 4 PowerPoint Presentations
- Parent Presentation
- Grandparent Presentation
- Tax Capacity Presentation
- Road Map Presentation
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4 college funding booklets for you to use as promotional items
- Personalized handouts
- Education Tax Incentives
- The College Decision Navigator
- 153 Strategies to Survive the High Cost of College
- Navigating the College Financial Aid System
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The NICCP College Funding Reference Desk Book
- The Complete 750+ page NICCP College Funding Desk Book
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Back office solutions- Fast Track College Funding “Plans”- $350
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We'll be your back office solution!
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We’ll review the case facts and send you the strategies and potential savings
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You simply complete a short questionnaire
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College Doctor Pricing
Call for special pricing options
1 800 811-0159
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