Episode #287: Underwriting Preparation for a College Planning Case


It's vital to get your ducks in a row if you want to get the most out of your college planning case. From phone interviews to obtaining necessary documents and even reviewing and updating any financial changes, many elements of underwriting that could slow down your process or negatively impact the amount of aid available to you and your family.

Planning an academic future means planning a path to success. If you want to make sure that path has the least amount of avoidable obstacles, it's crucial to understand the underwriting process of a college planning case and your role in it to avoid those speed bumps and maximize your success.

In this episode of Money Script Monday, Gabe breaks down the underwriting process and emphasizes the importance of keeping your college planner up to date with any changes.

Resources Provided for This Episode

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About Gabe Lindemann

Gabe Lindemann is the Director of College Planning and Senior Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.