Terry Bork
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Rethink How You Fund College Expenses

Higher Education is expensive.  In 2014, the average 4-year cost at a public university was about $74,000 for in state students, and $128,000 for out of state students.  For a private university, the average cost was $166,000

With these costs increasing faster than the rate of inflation, it’s hard to keep up.  It’s important to put a funding plan in place early.  Compound interest “working for you now” is better than “working against you later” in the form of education loans.

Traditional Funding Options

  • 529 Savings Plan
  • Coverdell Education Savings Account
  • Roth IRAs

It’s time to “Rethink how you fund college expenses."  Accumulation Designed Life Insurance (ADLI) is an alternative funding strategy that puts YOU in control, is flexible, and can successfully address the major risks to achieving your funding goal.

  • No contribution limits
  • No restrictions on what constitutes education expenses
  • Can be used for more than education expenses
  • Not considered an asset when applying for financial aid
  • Protected from creditors
  • Captures "stock market like" returns, without the risk of market losses
  • Tax Free growth and Tax Free distributions
  • Favorable fixed fee schedule

Let us help you evaluate your options

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Achieving Your Financial Goals By Addressing The Major Risks

What are the major risks and how to address them

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