Literature Center

 DocumentEmailOrderAudience
Gifting and Estate Planning Flyer -- This business builder flyer highlights the two types of gifting options available under a 529 wrapper -- annual and accelerated gifting.
Investor
Advisor Enrollment Kit (Order Only) -- Kit must be ordered - not downloaded. This kit contains an application, rollover form and disclosure booklet to open up a MI 529 Advisor Plan. In addition, each order will be shipped with one (1) advisor product guide brochure.
Advisor
Enrollment Brochure -- This brochure addresses the value of a college education, projected college costs, ways to pay for college and the benefits of the MI 529 Advisor Plan.
Investor
FINRA Letter - MI 529 Advisor Plan Enrollment Brochure
Investor
Client Enrollment Kit (Order Only) -- Kit must be ordered - not downloaded. This kit contains an application, rollover form and disclosure booklet to open up a MI 529 Advisor Plan.
Investor
Advisor Product Guide -- This brochure provides product allocation, investment choices, fees, expenses and pricing of MI 529 Advisor Plan.
Advisor
Seminar Invitation -- Use this invite to share with clients when you plan on presenting the MI 529 Advisor Plan seminar presentation.
Investor
FINRA Letter - Seminar Presentation: Higher Education U (You)
Investor
Seminar Presentation: Higher Education U (You) -- This client-use presentation provides a college savings plan overview, a guide on financial aid and provides information on the MI 529 Advisor Plan.
Investor
eGift Flyer -- A toy might thrill your clients beneficiary, but a college education will inspire them. This flyer illustrates how easy it is to ask for electronic gifts. And the best part is these contributions desposit directly into the beneficiaries 529 plan -- all without paper and a stamp!
Investor
FINRA Letter - eGift Flyer
Investor
Top 10 Reasons Flyer -- This flyer highlights ten reasons why many have selected the MI 529 Advisor Plan to help invest for their loved ones' future education and/or college expenses.
Investor
FINRA Letter - Top 10 Reason Flyer
Investor
Prospecting Postcard (General) -- Mail this client-use postcard to generate awareness of the MI 529 Advisor Plan. Be sure to encourage clients to call you for more information. As always, be sure to add your business card the back of the postcard.
Investor
FINRA Letter - General Prospecting Postcard
Investor
Corporate 529 Employee Enrollment Brochure -- Brochure that provides a high-level overview of the MI 529 Advisor Plan for prospective employees.
Investor
FINRA Letter - Corporate 529 Employee Enrollment Brochure
Investor
Corporate 529 Employer Flyer -- Use this flyer to highlight the benefits of the MI 529 Advisor Plan as an employer benefit.
Investor
FINRA Letter - Corporate 529 Employer Flyer
Investor
Disclosure Booklet -- Provides details about the MI 529 Advisor Plan, including investment options, fees, expenses and investing risks.
Investor

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