Resources
Build Relationships. Build Loyalty. Build Your Client Base.
You work hard for your clients and their financial future. Ensure they have a plan for future education expenses by offering Learning Quest.
With the realities of rising college costs and student load debt, offering a 529 plan boosts your value proposition.
- Deepens Relationships. You offer a comprehensive plan and help solve for one of life's most important goals - sending their kids to college.
- Protects your client base. Ensure your clients' college savings needs before they look elsewhere for advice.
- Solutions beyond education savings. 529s offer strategies for tax and estate planning.
Build Their Education Savings, Build Your Business
529 plans are a unique tool for tax and estate planning (e.g. accelerated gifting) and overall wealth management. Anyone can use a 529 plan to save for higher education expenses, so think beyond parents.
Grandparents, aunts and uncles, friends, or even the future student can open an account - all great leads for multigenerational planning. You can promote 529s as an investment vehicle for your existing client base and to attract prospective client.
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliaes do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing, or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
The availability of tax or other benefits may be conditioned on meeting certain requirements, such as residency, purpose for or timing of distributions, or other factors.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.
No additional gifts can be made to that beneficiary over the next four years after the year in which the one-time gift is made.
If the donor of an accelerated gift dies within the five-year period, a portion of the transfered amount will be included in the donor's estate for estate tax purposes. Consult with a tax advisor regarding your specific situation.
Expand Your Offering Today
Make 529s a part of your routine client discussions. Remind clients of the reality of the need to save for college and the benefits of starting early.
Resources for you and your clients
For Your Clients
Better Benefits, Happier Employees
According to an Aon Hewitt 2017 survey, 49% of employees spend time at work on personal finances. Financial wellness is important to your employees, and you're likely helping them save for retirement. Why not help them with another of life's important goals - sending their kids to college.
A No Cost Benefit for a Happy Workplace
- No added costs. No administrative fees or ongoing charges for you to offer Learning Quest.
- No paper shuffling. Learning Quest is available for employees to open an account online.
- Turn-key communications. Materials are available to help you communicate the new benefit to your employees.
- Personalized service and support. A consultant is available to help you along the way and can conduct onsite meetings or webinars to educate employees. Call 877-345-0909 for your personalized rollout plan.
Your employees can call our Learning Quest team toll-free at 800-579-2203 for account help and questions.
Resources for You and Your Employees
For Individual Investors
By Phone: (800) 579-2203
Weekdays, 8 a.m. to 5 p.m., Central time
Fax: (617) 559-8901
Regular Delivery:
Learning Quest
P.O. Box 29202
Shawnee Mission, KS 66201-9202
Overnight Delivery:
Learning Quest
1001 E 101st Terrace, Suite 200
Kansas City, MO 64131
Email a Learning Quest Specialist
For Investors Using a Financial Advisor
By Phone: (877) 882-6236
Weekdays, 8 a.m. to 5 p.m., Central time
Fax: (617) 559-8904
National Universal Relay Service: 711#
Regular Delivery:
Learning Quest Advisor
P.O. Box 2947
Shawnee Mission, KS 66201-1347
Overnight Delivery:
Learning Quest Advisor
1001 E 101st Terrace, Suite 200
Kansas City, MO 64131
Email a Learning Quest Advisor Specialist
Investor Centers:
Kansas City, Missouri
Kansas City Investor Center
4400 Main Street
Kansas City, MO 64111
8 a.m. - 5 p.m. Central time, Monday through Friday
Kansas City Map & Directions
Leawood, Kansas
Leawood Investor Center
4917 Town Center Drive
Leawood, KS 66211
8 a.m. - 5 p.m. Central time, Monday through Friday
Kansas City Map & Directions
