Financial Professional 529 Enrollment Resources | Scholar's Edge

For your clients: a gift across generations.

Enrollment Resources

As a financial professional, your goal is to assist your clients in saving for their goals and stages of life. Often, your clients' lives include children, followed by grandchildren, providing you with the opportunity to help your clients with education savings, legacy goals, and estate planning.

The Scholar's Edge 529 Plan enrollment kit is available to you and your clients

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Send information on the Scholar's Edge 529 Plan directly to your clients.

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Explore a PDF copy of our enrollment kit for more information.

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