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The "College Doctor" Program
Software - Marketing - Education - Support
Click here to view a College Doctor program overview
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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
- 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
- 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
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Marketing
Proven Marketing tools that generate quality leads, including:
- 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
- Drip Contact System to organize your marketing system
- Special Designation on “Find an Advisor” section of the NICCP website to attract new clients
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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
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The "College Doctor" Program
Click here to enroll in the College Doctor program
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