Gerber Life Insurance College Plan

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WHY SHOULD MY CLIENTS CONSIDER APPLYING FOR THE GERBER LIFE INSURANCE COLLEGE PLAN?

  1. There are four key reasons your clients may choose to save for college with the College Plan.
    It offers the opportunity for a guaranteed payout, either one time or for each college year.1
  2. Because it’s an endowment policy, and unlike 529 Savings Plans, your clients don’t have to worry about stock market fluctuations.
  3. It provides a guaranteed return. At maturity, the full amount is guaranteed to be paid.1
  4. Death benefit protection is also included, ensuring the guaranteed accumulation amount will be paid as a death benefit in the event of the buyer’s passing. This is an added benefit not found in 529 Plans, UGMA/UTMA accounts and bank CDs. It is particularly suitable for clients who are risk averse and want guarantees. 
Agent Guide Download

1 Policy will remain in force, premiums are guaranteed not to increase, and the death benefit and cash accumulation are guaranteed as long as payments are made on time and within the Grace Period specified in the policy. The cash accumulation at maturity as well as the death benefit will be reduced by any outstanding policy loans.