Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
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**Note: This guide does not reflect changes from President Biden’s Student Debt Relief Plan. We will continue to monitor the situation and make changes once more finalized information is provided.**
Given the current U.S. student loan debt statistics, you are very likely to have clients managing federal or private student loans. There are many factors to consider when choosing a repayment plan or deciding to refinance or consolidate. Each client’s unique circumstances will determine what strategies are available and favorable to them.
This checklist helps guide your conversations with clients when planning around their student loans, and covers: