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Collegecounts 529 Advisor  Form

Collegecounts 529 Advisor Form

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[Music] well welcome everyone welcome to office hours - Michael hits us this week I want to talk about one of the challenging issues of the industry shift towards RAAS which is the fact that most products made for advisors to implement with clients are actually made for brokers who sell those products and not necessarily the advisors at Ras who simply advise on insurance and investment products now that this is long would recognize the challenge for Ras that want to implement with clients so we have a relatively limited number of fee-based annuity solutions there are a few but not a lot even fewer fee-based no-load life insurance policies and and it's not even just limited to traditional insurance related products it crops up in other parts the investment domain as well like today's topic 529 college savings plans so this week's question comes from Randy who asks I'm starting an Raa and I'm wondering how other Ras handle 529 plan recommendations

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