529 Plans
Includes: Certificate of Completion
Approval: #189679
Credit Type: Life Only/Accident and Health
Credit: 1 Hour(s) | Language: English | 5.0 (1 Rating)
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About this Course
This course presents an overview of 529 Plans and their components, compliance issues associated with them, and how to determine the right plan for clients. The cost of an average four-year college education is estimated to soon grow to $100,000, and tuition is rising annually. Without a proper investment strategy, funding a child's college education is prohibitive for many Americans. 529 Plans (The Plan) provide investors with a means of earmarking investments specifically for educational purposes.
Regulatory Information
| Name: | California Department of Insurance |
| Phone: | 916-492-3500 |
| Fax: | 916-445-5280 |
| Website URL: | https://www.insurance.ca.gov/ |
| Email Address: | license.bureau@insurance.ca.gov |
| Address: | 300 Capitol Mall, Ste.1700 |
| City: | Sacramento |
| State: | CA |
| Zip: | 95814 |
Customer Reviews
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