Instructions

How to Share the College Planning Education Portal with Clients

Purpose of This Portal

This College Planning Education Portal is a client education resource you can provide as part of your professional services. It is designed to help families better understand college costs, financial aid, scholarships, loans, and college selection, without sales pressure or confusion. Clients do not pay for access. Access is sponsored by you as their financial professional.

The ONE Link You Should Share with Clients or Potential Clients

Only send clients this link:

Client Welcome Page

https://www.prepareforcollege.net/client-welcome

Do not send:

The login page

The Member Site Home page

Any pricing or signup pages

The Client Welcome page will automatically prompt the client to log in or create a free account.

What the Client Experience Looks Like

The client clicks the Client Welcome link.

If not previously signed up, they are prompted to create a free account.

Once they have created their free account, they immediately have access to the education portal.

The client can return anytime using their login credentials.

There is no payment, no sales screen, and no obligation for the client.

What You Can Tell Clients

“I’m giving you access to a college planning education portal I provide for families. It explains college costs, financial aid, scholarships, planning decisions, 529 college saving plans and much more in plain language. There’s no cost to you, just create a login and use it at your own pace.”

What This Portal Is

  • An education resource

  • A planning support tool

  • A way to improve client understanding and confidence

What This Portal Is NOT

  • A sales website

  • A product offer

  • A replacement for personalized advice

Client Support & Questions

If a client has questions about:

  • How to access the portal

  • How to log in

  • How to navigate the content

You may direct them back to us
(502-931-3137 or tuition2@bellsouth.net) for assistance.

Important Notes for Agents

  • Clients must create their own login

  • Client access is free

  • The portal may be used with prospects
    or existing clients

  • This resource supports — but does not replace your professional relationship

Thank You for Considering Partnering with Prepare for College

This education portal is designed to strengthen your client relationships by providing clarity, confidence, and guidance during one of the most complex financial decisions families face. If you want more information about the founder of Prepare for College, click this link https://www.prepareforcollege.net/about.

Chuck Moore. CCFC, CAMC, CAFC

Phone: 502-931-3137

E-Mail: tuition2@bellsouth.net