How do I get started?

• Read the information in the Enrollment Kit, including the Program Disclosure Statement, which describes risks and expenses.

• Schedule an appointment with Your Financial Consultant to go over your college savings plan, or

• Call your Financial Consultant to open your Scholars Choice account right away

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By now you’ve heard about the terrific benefits Scholars Choice has to offer:

• Tax advantages that aren’t offered anywhere else in the tax code

• A high level of flexibility including
  • High contribution limits and low investment minimums
  • The ability to use savings for a wide range of expenses at colleges around the country, and
  • The ability to change your beneficiary

• Access to the money in your account at any time, and

• Powerful gifting and estate planning advantages

So what’s the next step? Simply pick up a Scholars Choice Enrollment Kit at the [back/front/side of the room], and call me soon to make an appointment to go over your plan for saving for college. Remember, the sooner you start, the more time you’ll have to put tax-deferred compounding to work for you.