College Financial Planning Training

College Planning is the most in depth of Velomon’s sales concepts. To master college planning requires a great deal of knowledge. The learning curve is steep – but the rewards are fantastic with case sizes that are double and triple those we see with other Velomon sales concepts.

The video training series below is the recorded version of a live, 8-week training class put on for a group of agents in 2019. It contains everything you need – and the tools and other resources needed to support a comprehensive college planning regimen are also here in the Velomon back office.

We recommend you watch the videos once straight through – and again while stopping and building a notebook of important facts and data points. Then, go familiarize yourself with the rest of the tools and resources in the back office that support our college planning effort.

Finally – practice, practice, practice. Don’t start on your “A” client. Find a colleague or family member you can practice with before ‘hitting the streets.’

College Planning is rewarding because it is life-changing for the client. Be the professional they need for you to be by investing in your own training.