Gabe Lindemann Highlighted in Broker World Magazine

The month of August kicks off one of the best times in our industry: College planning season. Traditionally, college planning season runs from the beginning of August until the week of Thanksgiving. Due to the pandemic, the past two college planning seasons have been good but not great.

This year, however, is shaping up to be an extraordinary year in college planning because, for the most part, colleges and universities are wrapping up summer vacation and finally getting back to a new sense of normalcy. Most college classes have transitioned back to in-person learning versus online Zoom sessions, with thousands of college-bound students across the country heading back to school in numbers we haven’t seen since before the pandemic.

Colleges are now accepting more students than they were in the previous two years. More importantly college sports are back and students across the country will soon be filling up football stadiums, which is something great to look forward to.

I help families navigate one of their most expensive and important investments: Their children’s future success. While talking to families with children who are headed to college soon, the most common feedback I hear is that their students are excited to attend classes on campus again and get a taste of the in-person college experience. However, the thought of paying for their college on top of everything else they have going on is just too overwhelming, and many people will be looking for financial advice from a trusted expert.

Our knowledge of the insurance planning industry is unique and can provide financial advice that a high school counselor or accountant simply cannot. I hope this gets you just as excited as I am as this is going to be a record-breaking college planning season…if it’s done correctly.

Implementing college planning services correctly is key if you want to also grow your business and insurance production at the same time.

I am always surprised when I meet an advisor who claims to be a college planner. While they’re explaining their process to me, they usually start by saying that they’re hosting an in-person educational workshop or dinner seminar that promotes college planning.

In reality, the focus of many of these kinds of events are based on how to fill out a FAFSA form correctly and sheltering assets to hopefully lower the family’s EFC in hopes of getting some sort of financial aid award.

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