How Simplicity Group Agents Are Helping Clients Ease The College Burden

What you’re about to read might be the most effective (and original) door-opener and strategy that a holistic agent or advisor could wish for.

In short, thanks to a strategic partnership between Simplicity Group and the SAGE Scholars Tuition Rewards program, those contracted with Simplicity are turning the typical insurance conversation on its head by offering their prospects and clients up to a free year’s worth of college tuition, simply for meeting with them.

Thanks to Simplicity Group agents and advisors, this more than a decade-long relationship between the two companies has already helped thousands afford higher levels of education. And there are no signs of its slowing down.

“Because of [SAGE Scholars], prospects and clients now have an incentive to meet with our agents. And our agents have a way to help reduce the stress of a pure life insurance or financial planning conversation by shifting the focus to the family rather than an illustration,” Brian Schneier, chief marketing officer at Simplicity Group, explains.

While many readers of this magazine are familiar with the array of techniques, tips, trainings, platforms and products Simplicity Group offers, the SAGE Scholars Tuition Rewards program remains an insurance professional’s greatest prospecting tool.

A FREE College Savings Plan Like No Other

Founded as a small organization with the goal of helping families find and afford the right college for their children, SAGE Scholars is today the nation’s oldest and largest private college preparation and funding organization, spanning more than 421 participating colleges and universities in 46 states.

SAGE Scholars operates on a Tuition Rewards point system. Each point is equal to a guaranteed minimum of $1 toward tuition at participating colleges and universities and has the ability to cover up to an entire year’s worth of tuition spread over a student’s four years. The scholarships are tuition discounts from “list price” that are provided by the colleges — not by SAGE scholars, Simplicity or advisors. Tuition Rewards are not redeemable in cash and are accepted at participating colleges and universities.

Cumulatively, students have submitted Tuition Rewards points valued at $600 million to participating colleges and universities.

To earn points — which are 100% free — all someone has to do (in this instance) is meet with an affiliated member, such as a contracted Simplicity Group agent or advisor, to learn more about the program and to enroll.

Once a student is enrolled, 5,000 Tuition Rewards points are instantly accumulated for a future student — with 2,000 additional points added each year by logging into the created Tuition Rewards account at least once per year — until the student selects a college.

“We wanted to find a program that creates the ultimate win-win-win for families, colleges and agents, and after searching for years, THIS IS IT.”
— Brian Schneier

As long as the student picks and is accepted by a college or university affiliated with SAGE Scholars, those points can be converted into a scholarship and applied across four years, reducing the financial burden of college by as much as 25%!

It’s a win-win-win that works like this.

SAGE Scholars is proud to help families find and afford the right institution for them. Colleges and universities, which often spend up to $5,000 in marketing to acquire a new student, are happy to work with SAGE Scholars because of the caliber of student SAGE Scholars often delivers. Families are happy to find a way to guarantee a discount worth up to one year of tuition. All the while, agents and advisors are happy that they can not only meet with clients more often and more easily but also further their holistic offerings by helping families afford many otherwise-out-of-reach schools.

For more information on the SAGE Scholars Tuition Rewards program, Simplicity Group and how you can start helping your clients more easily send their loved ones to college, visit SimplicitySAGE.com today.

For Financial Professional Distribution Only

Sage Scholars is an independent company from Simplicity Group Holdings. Folds of Honor is an independent charity not directly affiliated with Simplicity Group Holdings.

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