The below introductory script encourages prospects to reach out for guidance on saving for college.
College Savings
Hi. I’m [Advisor Name]. I work with [families/individuals] like yours to help them tackle their most pressing financial concerns.
Today, let’s talk about college planning.
How do you feel when you think about paying for college? If you’re like many people, this big expense is probably a big source of anxiety.
A good financial strategy can help alleviate that anxiety in two ways:
It helps you manage the expense of education, and helps you preserve your child’s educational opportunities if anything were to happen to you.
We can achieve this in a few different ways. I’d love to tell you more about it. Just click on the link below to set up a time to talk.
[Link to advisor’s approved page on charteroakfinancial.com or massmutual.com]
End slate:
Charter Oak logo and disclosures:
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services LLC, Member SIPC. Supervisory Office: XXXXXX Tel: XXXXX
CRN202303-279476
大學儲蓄
您好。我是 [理財代表名字]。我[專屬]為與您類似的[家庭/或及個人] 合作，以幫助他們解決財務上最緊迫的問題。
今天，讓我們談談大學儲蓄。
當您考慮要支付大學學費時，您有什麼樣的感覺？如果您與眾人一樣，這麽大筆的費用可能是讓您焦慮的一大根源。
擁有一個好的財務策略可以通過兩種方式幫助您減輕此焦慮：
它不但可以幫助您管理教育上所需要的費用，還能在發生意外時幫助保障您孩子的教育機會。
我們可以通過幾種不同的方式來實現這一目標。我可以提供您更多有關的信息。只需點擊下面的鏈接即可設置一個咨詢通話的時間。
[Link to advisor’s approved profile page on nyc.massmutual.com or massmutual.com or Calendly link]
End slate:
MassMutual New York City logo and disclosures:
MML Investor Services, LLC (SIPC成員及MassMutual之子公司) 的證券，投資顧問與財務規劃服務。 監督管理辦事處: XXXXXX Tel: XXXXX
CRN202303-280770