Posts Tagged FAFSA

Can a Modified Endowment Contract Help College Bound Students with Needed Funds?

March 26th, 2018

Today, the cost of a college education can far exceed that of even a mortgage. So, when clients are working to save for a child, grandchild, or other loved one’s future education, they are oftentimes looking for strategies that can ensure that regardless of what happens, there will still be money readily available. One way to provide for that is through permanent life insurance – particularly with policies that are deemed as Modified Endowment Contracts.

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Five Reasons High Income Families Should Still Apply for Financial Aid

November 20th, 2017


One of the roadblocks in working with Category 3 families is their unwillingness to fill out a FAFSA. In their words, they are fairly wealthy and though they don’t have a detailed plan to pay for their children’s education, they are certain that they won’t qualify for needs-based aid.

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