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Enter Age of Oldest Child
(must be > 0) -- Required Field
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Initial Rewards
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Renewal Rewards
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Notes
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Tuition Rewards Points
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Attend promotional event or
meeting
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0
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1 event only
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Establish SAGE account -
activate account
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0
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initial meeting only
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Annual Review Meeting with
Advisor
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0
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500 points annually
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Referrals (enter number
between 0-6 in yellow input cell)
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6 max referrals
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Complete SFC Learnng Center
Course For Parents
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0
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2,000 max/household
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Purchase college funding plan (8)
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0
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1,000 points
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Permanent Life 1
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See note 4
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ABR, DI or LTC policy
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0
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One time - See note 7
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Permanent Life 2
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See note 4
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ABR, DI or LTC policy
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0
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One time - See note 7
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Medicare Supplement or
Mediacare Advantage
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# Student Birthdays Between
Ages 1-11
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5,500 max per student
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# Student Birthdays Between
Ages 12-14
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2,250 max per student
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# Student Birthdays Between
Ages 15-17
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3,000 max per student
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SAGE Grade 9 Quickstart
Program
|
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9,000
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0
|
9,000 max Grade 9
|
|
|
SAGE Grade 10 Quickstart
Program
|
|
9,000
|
0
|
9,000 max Grade 10
|
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SAGE Grade 11 Quickstart
Program
|
|
9,000
|
0
|
9,000 max Grade 11
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Enter Balance of Investments (1,6)
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0
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5% annually
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0% roi assumed
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Important Notes
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TOTAL
TUITION REWARDS
|
|
Note
1: Additional tuition rewards may be
earned if balance of investments under management increases.
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Note
2: Eligible investments managed by
your financial advisor earn 5% annually in tuition rewards.
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Note
3: 1 Tuition Reward Point = $1 that
can be redeemed at any SAGE participating college. 407 participating colleges as of 3/31/2019.
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Note
4: SAGE Tuition Rewards limited to one
policy per person and two policies per household.
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te
5: Maximum award per student is one
full year of tution spread equally over four years. Current max value is
$65,340.
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Note
7: Riders are supplemental benefits
that can be added to a life insurance policy and are not suitable unless you
also have a need for life insurance. Riders are optional, may require
additional premium and may not be available in all states or on all products.
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Note
8: College funding plans are developed
by Strategies For College, Inc. for a fee.
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To
receive a copy enter your email below and click submit
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Enter Email
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First Name
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Last Name
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