Beyond just earning power, education gives young people learning power – the power to tackle new challenges. Offer your clients the chance to help their children reach their dreams and plan now for the educational savings to help them get there.
Experience
Conveniently make automated bank transfers or payroll deductions into a child’s NextGen 529 account.
Flexibility
Your clients can enjoy the benefit of a high contribution limit of $500,000 per beneficiary.
Investment choice
Choose from a wide array of professionally managed investment options.
Customize plans across professionally managed portfolios. See options for lower risk tolerance, or a short time horizon, before paying educational expenses.
This plan gives clients the ability to customize their investments. This Investment Guide can help you better understand the types of portfolios available.