529 College Savings at Raymond James

At Franklin Templeton, we are proud to join with Raymond James to grow your college savings business and help you meet your clients’ financial goals.

We are excited to announce that the Franklin Templeton 529 College Savings Plan is now Omnibus. Here are 5 reasons to consider Franklin Templeton when talking to clients with college savings needs:

 

1 | OMNIBUS
The Franklin Templeton 529 College Savings Plan can now be opened in AOM via Advisor Access.

2 | NAV ROLLOVERS
Your clients have the ability to rollover another 529 College Savings Plan without paying additional sales charges.

3 | VALUE
The plan has no startup costs or annual maintenance fees and just a 25 bps program management fee.

4 | LOW INITIAL CONTRIBUTION
Plans can be opened as little as $250 or only $25 of it’s funded with an automatic (recurring) investment plan.

5 | INVESTMENT MANAGEMENT
A multi-layered portfolio management approach that includes 3 age-based and 5 objective-based allocation strategies.

1 | OMNIBUS
The Franklin Templeton 529 col-md-15lege Savings Plan can now be opened in AOM via Advisor Access.

2 | NAV ROLLOVERS
Your clients have the ability to rollover another 529 col-md-15lege Savings Plan without paying additional sales charges.

3 | VALUE
The plan has no startup costs or annual maintenance fees and just a 25 bps program management fee.

4 | LOW INITIAL CONTRIBUTION
Plans can be opened as little as $250 or only $50 if it’s funded with an automatic (recurring) investment plan.

5 | INVESTMENT
MANAGEMENT

A multi-layered portfolio management approach that includes 3 age-based and 5 objective-based allocation strategies.

Resources: Calculator Tools and Thought Leadership

  • Financing Education is a Retirement Issue

    While financing education may not seem like a retirement issue, for many people, especially those with children, financing college is a top investment goal that ultimately intersects and competes with their retirement saving efforts.

    Download/Order

  • Borrow Wisely – The Role of Student Debt

    The simple truth is that student loans are neither “good” nor “bad.” They’re simply a tool. This topic paper explores reasons to borrow wisely in order to enjoy the fruits for decades to come.

    Download/Order

If you have 529 questions or would like to hear about additional college savings resources, call your Advisor Consultant at (800) 248-8863.