College Funding Without Wrecking Retirement

Brian Anderson

Executive Editor
100+ Post Club
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If you are involved or interested in the college funding market, please check out this new article (link below) based on an interview with Kerry Wallingford, CLU, ChFC, CCA, RICP. She’s a Top of the Table MDRT qualifier who is producing general agent with Ohio National Financial Services based out of Seattle.

She specializes in helping families pay for college while not derailing their retirement plans, and shares a lot of insight on using properly designed whole life policies as a tool for college funding.

Feel free to comment on the article here, but also to add your own insight on helping clients with the challenge of college funding, and how whole life fits in.

Insurance Forums | Funding college without wrecking retirement: How one advisor helps clients pass this scariest of tests
 
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