College Funding

college, tuition, university, financial aid, sage college fund, sage, sage college plan, 529, 529 plan, college fundWith rising tuition costs and inflation…

  • Will you have enough money for your children to go to college?
  • What if your child wants to go out of state, or to a private institution?
  • What is the best way to save for college and guarantee the money will be there when you need it most?

Many of us are familiar with the traditional tax deferred 529 plan used to save for college finding.

529 provides:

  • Tax-deferred asset growth
  • Tax-free withdrawals possible for education expenses
  • Funds are accessible at any time for any need

But is it the best savings vehicle for a college fund? There are several alternatives and everyone’s situation is unique. Using an IUL to fund your child's education needs may be the best fit for you.

An IUL can provide you with more flexibility in many ways.

  • No restrictions on school choice
  • No restrictions on contributions
  • Indexed Universal Life policies will not affect financial aid

With rising tuition costs and inflation…

  • Will you have enough money for your children to go to college?
  • What if your child wants to go out of state, or to a private institution?
  • What is the best way to save for college and guarantee the money will be there when you need it most?

An IUL can provide you with higher returns on your investment.

  • Enjoy upside of the market
  • Maximize performance with guaranteed floor
  • Never have less money than you did the year before.

Enjoy the same benefits of a 529 plan and more:

  • Tax-deferred growth
  • No penalties, Tax-free withdrawals.
  • Death benefit will ensure your child’s future in case you are gone.Whole or ordinary life insurance, universal or adjustable life insurance, variable life insurance, variable-universal life insurance, indexed universal life insurance, iul, iuls, equity indexed annuity, market value adjusted annuity, deferred annuity, immediate annuity, fixed period annuity, lifetime annuity, pure lifetime annuity, qualified annuity, non-qualified annuity, nonqualified annuity, single premium annuity, flexible premium annuity, equity indexed annuities, market value adjusted annuities, deferred annuities, immediate annuities, fixed period annuities, lifetime annuities, pure lifetime annuities, qualified annuities, non-qualified annuities, nonqualified annuities, single premium annuities, flexible premium annuities