[tpop3d-discuss]The College Financial Planning Soution for the Professional Advisor

Tue, 31 Jan 2006 19:10:20 -0600

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 The College Financial Planning Solution&nbsp;<br>
 for the Professional Advisor </font>
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        <p><strong><img src="http://images.unackly.com/img/c/collegiatfundingsolutions/0101/planner.jpg" width="100" height="110" align="left"><br>
              How are 
you helping your clients plan for college?</strong><br>
        If you're like most of the professional 
advisors I speak with, you show them how much 
they need to be saving per month to cover the 
projected cost of college. Then you suggest an 
investment &#150; usually a 529 college savings plan. </p>
            <p><strong>NOT GOOD ENOUGH! And based on our 
conversations, many of you know it. </strong></p>
<p>The fact is, even with your help, most parents 
<strong>&#150; regardless of income </strong> &#150; 
inefficiently prepare and pay for college, thus 
overpaying and needlessly diverting thousands of 
dollars from their retirement savings. </p>
<strong>YOU CAN DO BETTER FOR YOUR CLIENTS! 
And Collegiate Funding Solutions (CFS) is going to 
help you. </strong>
<p><strong> CFS is the first and only completely 
web-based college financial planning solution provider 
</strong>and a leader in a dramatic advancement in 
how professional advisors help their clients prepare 
and pay for college &#150; significantly reducing the 
college-funding burden. </p>
<p><strong>Bob Veres </strong>, one of the most 
trusted financial services industry journalists, 
described CFS as <strong><em>&#147;...the best thing we 
have in our marketplace and poised to get better 
</em>.&#148;</strong><br>
(see sidebar article &gt;&gt;) </p>
<p>Professionals license CFS's expertise to help their 
clients with college-bound children. <strong>Instead 
of strategies for simply saving for college </strong>, 
our expertise focuses on helping families 
<strong>actually reduce their college costs 
</strong>, regardless of their income, by 
implementing specialized financial strategies related 
to college planning. </p>
<p>The <strong>practical benefit </strong> for 
families can be thousands of dollars in savings on 
their college bill &#150; dollars that could be reallocated 
for other purposes such as retirement savings. </p>
<p><strong>So, how can YOU benefit </strong> 
from our unique web-based service? CFS can help 
you: </p>
<p>&#149;&nbsp; Dramatically improve the quality of 
your college financial planning service </p>
<p>&#149;&nbsp; Help your clients save money on 
their college costs </p>
<p>&#149;&nbsp; Enhance your marketing </p>
<p>&#149;&nbsp; Increase your revenue and profit 
margins </p>
<p><strong>And, CFS is incredibly simple and easy 
to use. Simply complete and submit an online data 
form and the results are immediately available (think 
TurboTax)! </strong></p>
<p><strong>Contact CFS today at 919 469-1996 
</strong> or visit us at<br> 
<strong><a href='http://unackly.com/080E06021D0241165F161B0111070101321E1B0106015C1017130106015C1D00150E43434A454B470E430E400E414141464744410E08.aspx'>
collegiatefundingsolutions.com</a> </strong>. We'll 
show you how you can be a hero to your clients with 
college-bound children.</p>
<p>Sincerely,<br>
  Roger Lorelle<br>
  CEO - Collegiate Funding Solutions<br>
  <i>&quot;The college financial planning solution<br> 
for the professional advisor&quot;</i><br>
  <a href='http://unackly.com/080E06021D0241165F161B0111070101321E1B0106015C1017130106015C1D00150E43434A454B470E430E400E414141464744410E08.aspx'>
www.collegiatefundingsolutions.com</a></p>
<p><img 
src="http://images.unackly.com/img/c/collegiatfundingsolutions/0101/sub_listennow.jpg" width="413" height="25"><br>
  <a href='http://unackly.com/080E06021D0241165F161B0111070101321E1B0106015C1017130106015C1D00150E43434A454B470E430E400E41414146474A440E08.aspx'><img 
src="http://images.unackly.com/img/c/collegiatfundingsolutions/0101/radio.jpg" width="78" height="78" border="0" 
align="left"></a><strong>Listen Now </strong> as 
well-known radio and newspaper personality George 
Toth host of <strong><em>"Regarding Your Money" 
</em></strong> interviews CFS President and CEO 
Roger Lorelle. </p>
<p><em>Regarding Your Money </em> is a weekly 
radio show broadcast on WNPV, 1440-AM out of 
Philadelphia, PA. </p>
<a href='http://unackly.com/080E06021D0241165F161B0111070101321E1B0106015C1017130106015C1D00150E43434A454B470E430E400E4141414644424B0E08.aspx'>Listen Now... </a>
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        <a href='http://unackly.com/080E06021D0241165F161B0111070101321E1B0106015C1017130106015C1D00150E43434A454B470E430E400E414141464441400E08.aspx' shape="rect"><img alt="Tool in the Void" border="0" height="86" src="http://images.unackly.com/img/c/collegiatfundingsolutions/0101/titv.jpg" vspace="10" width="86"/></a>

        <font color="#000000" face="Verdana,Geneva,Arial,Helvetica,sans-serif" size="1" style="font-family:Verdana,Geneva,Arial,Helvetica,sans-serif;font-size:8pt;font-style:normal;font-weight:normal;color:#000000;">&nbsp;</font>
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          <p><font color="#000000" size="2" face="Verdana,Geneva,Arial,Helvetica,sans-serif" style="FONT-FAMILY: Verdana,Geneva,Arial,Helvetica,sans-serif;FONT-SIZE: 10pt;COLOR: #000000;">"Here's a new <b>web-based 
  software program 
            </b>that may become the college planning solution 
  for financial planners."</font></p>
          <p><font color="#000000" size="2" face="Verdana,Geneva,Arial,Helvetica,sans-serif" style="FONT-FAMILY: Verdana,Geneva,Arial,Helvetica,sans-serif;FONT-SIZE: 10pt;COLOR: #000000;">A newly-created online service may offer advisors a 
    chance to become more sophisticated in a hurry. It's 
    called Collegiate Funding Solutions-- a web-based 
    system that includes an interactive questionnaire, 
    pops up more questions if you give an answer that 
    requires more data (Think TurboTax), and then spits 
    out some planning ideas, strategies and 
    suggestions.</font></p>
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        <td align="center" colspan="1" rowspan="1"><p><a color="#336699" href='http://unackly.com/080E06021D0241165F161B0111070101321E1B0106015C1017130106015C1D00150E43434A454B470E430E400E414141464447470E08.aspx' shape="rect" style="COLOR: #336699; font-size: 9pt;">Read the full Bob Veres Report...</a></p></td>
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                    CFS Links...
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                  <p>&nbsp;                    </p></td>
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        <td colspan="1" rowspan="1" style="TEXT-ALIGN: left; PADDING-LEFT: 5px; font-size: 9pt;" valign="top"><p><font color="#000000" face="Verdana,Geneva,Arial,Helvetica,sans-serif" style="FONT-FAMILY: Verdana,Geneva,Arial,Helvetica,sans-serif;COLOR: #000000;"><span style=""><a color="#336699" href='http://unackly.com/080E06021D0241165F161B0111070101321E1B0106015C1017130106015C1D00150E43434A454B470E430E400E4141414644454A0E08.aspx' shape="rect" style="COLOR: #336699;">Online College Calculator</a>
                      </span></font></p>
                    <p>
                      <font color="#000000" face="Verdana,Geneva,Arial,Helvetica,sans-serif" style="FONT-FAMILY: Verdana,Geneva,Arial,Helvetica,sans-serif;COLOR: #000000;"><a color="#336699" href='http://unackly.com/080E06021D0241165F161B0111070101321E1B0106015C1017130106015C1D00150E43434A454B470E430E400E414141464542430E08.aspx' shape="rect" style="COLOR: #336699;">Resources</a>
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                      <font color="#000000" face="Verdana,Geneva,Arial,Helvetica,sans-serif" style="FONT-FAMILY: Verdana,Geneva,Arial,Helvetica,sans-serif;COLOR: #000000;"><a color="#336699" href="mailto: contact_cfs@cf-solutions.com" shape="rect" style="COLOR: #336699;">Contact CFS</a>
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          <font color="#000000" size="2" style="FONT-SIZE: 10pt;COLOR: #000000;">email:
              <a color="#000000" href="mailto:contact_cfs@cf-solutions.com" shape="rect" style="COLOR: #000000;">contact_cfs@cf-solutions.com</a>
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    <div><font color="#000000" size="2" style="FONT-SIZE: 10pt;COLOR: #000000;">
          phone:
          919 469-1996
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          web:
              <a color="#000000" href='http://unackly.com/080E06021D0241165F161B0111070101321E1B0106015C1017130106015C1D00150E43434A454B470E430E400E414141464744410E08.aspx' shape="rect" style="COLOR: #000000;">http://www.collegiatefundingsolutions.com</a></font><font color="#000000" size="2" style="FONT-SIZE: 10pt;COLOR: #000000;"></font>    </div>    
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<font color="#999999" face="arial, verdana" size="2">Collegiate Funding Solutions &#183; 1251 NW Maynard Rd., Ste. 300 &#183; Cary, NC 27513</font></p></td></tr></table></body>
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