MARKETS SERVED, 529NOW:

  • Tax Professionals: Become knowledgeable of tax deduction/credits for your clients.
  • Financial Advisors: Help your clients save for college in a tax-advantaged manner.
  • Financial Service Firms: Product-neutral, subject matter expert to enhance relationships.
  • Tax & Financial Associations: Speak at monthly, quarterly, annual chapter meetings. 
  • States: Promote visibility for your state plan throughout your home state and country.
  • Family & Friends: Assist anyone who is looking to help someone else afford education. 
  • School Districts: Assist with scholarships and award programs for district students.

 

THE 529 MARKET, NATIONALLY:

  • $319B Assets, 13.4 Million accounts (90% savings-based, 10% prepaid-based plans)
  • 49 states have a 529 program, with some states having multiple 529 plan options