College savings are part of a family's overall financial plan and many investors rely on financial advisors to provide expertise and guidance when making these important decisions. It is our goal to give financial advisors the tools they need to explain the features of 529 plans to their clients. Our marketing is targeted to highlight the knowledge and investment expertise of financial advisors and to provide 529 education to experienced investors.
Each advisor-sold plan has a team of dedicated phone sales support representatives who are available to provide information and materials. They are also available to assist with all levels of advisor support, including sales tips, plan information, and more.
Upromise Investments is committed to working closely with financial advisors and their home offices to make 529 college savings plans easy to explain and implement. We provide full back-office support to our financial advisor partners to help them grow their business, including:
- Web-based plan information and downloadable sales materials
- Dedicated sales support desk
- On-site field representatives
- Seasonal, targeted campaigns
- Flexible, multi-manager investment lineups
- Online access to account information for advisors and clients
For information on Upromise Investments' Sales Support resources for financial advisors, please call 1.877.529.2980.