New Resource Library Content

New Resource Library Content

Posted Mar 18

Members now have access to a collection of resources including forms, worksheets, tools, and client marketing materials. We will continue to add valuable content on a regular basis. Some examples include:

    • Federal forms needed for consolidation, discharge, hardship, etc. The forms resource library makes it easy to retrieve virtually any form needed to help your client
    • Prospect facing material to help your marketing efforts. This includes brochures and guides to illustrate the need for a professional advisor when working with student loan repayment
    • Spreadsheets for working with calculations