California Competes’ Post

Getting cover early is essential, even as a student. With our Event Based cover for Students, ensure you are protected against life’s unexpected challenges, from minor injuries like a broken arm to more serious illnesses that could disrupt your studies. Speak to your financial adviser today! T’s&C’s apply. #BidvestLife #FinancialStability

Still need coverage? You may quality for a Special Enrollment Period! If you have recently experienced a change in circumstances – like losing coverage or a change in your income – Pennie is here to help you get covered! Learn more at pennie.com!

The DFPI continues to lead the way in protecting Californians and their financial well-being. Beginning February 2025, new regulations will ensure even more protections under the California Consumer Financial Protection Law (CCFPL). What’s affected? • Debt Settlement Services • Student Debt Relief Services • Private Postsecondary Education Financing • Income-Based Advances (also known as “earned wage access”) Providers of these services will be required to register with us, ensuring greater oversight and safeguards against unfair practices. Learn more: https://hubs.li/Q02VlFnJ0.

What happens to the RESP if your kids don't go to school? Don't worry, you have 35 years after it's opened to make that decision. AND IF YOU'RE OVER 71 (and therefore don't have an RSP) consider contacting your financial institution or your lawyer and including a 'contingent subscriber' to the Will. Otherwise, the RESP forms part of your estate and is allocated to your beneficiaries - and not the future student. #RESP #education #savings #financialplanning #parenthacks #moneymatters

Your legacy is more than what you leave behind; it’s what you set in motion for your child’s future. With a UL policy, you can build a financial legacy that supports them for a lifetime. Reach out today at (720) 500-7457 or [email protected], and let’s explore how we can grow together! #FinancialLegacy #ULForKids #LifetimeSupport #ShulmanWealthSolutions #ParentalPlanning

Half of colleges reduce their offers of financial aid when students win outside money. Adding this lens to Merit Insights provides families with more transparency in their search.🔍️ #collegebound #collegeplanning #collegeprep #collegeready #financialaid

Is it possible to transfer VA 529 funds penalty-free to younger kids if older kids refuse college? #VA529Plan #CollegeSavings #529Transfer Transferring VA 529 Funds If your two oldest children are refusing to go to college and you are looking to transfer the funds from their VA 529 accounts to your younger child's account, you may be wondering if this is possible without facing any penalties. Here's what you need to know. Understanding VA 529 Rules When you opened the VA 529 accounts for you... Source: https://lnkd.in/gma3FnP3 #mymetric360

Martin Lewis explains Child Benefit rules, the two-child limit for Universal Credit and the benefits cap. Hope it helps! Speak to your Financial Planner for advice and support on your personal circumstances. https://lnkd.in/eMJ7Q9ui #childbenefit

"Secure Your Child's Future with Juvenile Indexed Universal Life Unlock your child's financial freedom with Juvenile Indexed Universal Life. Learn how this product can provide cash for your child's education, family planning, and investments. https://cutt.ly/ewNVD8Yb #JuvenileIndexedUniversalLife, #ChildSeducationfund #Familyfinancialplanning

There's always one surefire way to boost your chances of getting financial aid. ▶️Learn more in this short. 👇 https://lnkd.in/gry3H257 #PrepSchoolBasketball #CollegeRecruiting #PrepSchools #PrepSchool #PrepSchoolRecruiting