One Step Closer to College

Oppenheimer Life Agency, Ltd. August 17, 2026

Everyone wants the best for their children and grandchildren. They want them to suceed in everything that they do, which often means attending the top schools to make their future career goals a reality. Though many students strive to go to the best universities and graduate schools, the cost of tuition can derail them from attening the institution of their choosing.

Have You Considered an Annuity?

If you have children or grandchildren whom you want to do something meaningful for, whether it is helping to pay for college, graduate school or even online courses; annuities can be the solution. Planning ahead and purchasing an annuity today, will help ensure you have the resources you need to fund your loved one’s future. An annuity will allow your money to grow tax - deferred and provide protection from down markets. The income payments from the annuity will help cover tuition costs or any other expenses that may arise.

Achieving the Ultimate Experience

Alice and Harvey have a granddaughter, Molly, who is 8 years old. They have always wanted the best for Molly and would love to be able to give her the ultimate college experience when the time comes. Alice and Harvey want to ensure that their finances can help cover the tuition costs in the future, so they decide to meet with their Financial Professional. After their meeting, they decided it would be best to purchase an annuity. 10 years later, Molly was accepted into her dream school. Alice and Harvey now have full access to the annuity’s value and they set up an income stream to be paid out over the course of Molly’s college career. Molly ends up having the most amazing college experience, and her grandparents were so happy they were able to provide that for her.

A Clear Course Ahead

Disclosure

The information contained herein is general in nature, has been obtained from various sources believed to be reliable and is subject to changes in the Internal Revenue Code, as well as other areas of law. This material is for informational purposes only and should not be construed as a solicitation of any particular insurance product or insurance carrier. Insurance is sold through Oppenheimer Life Agency, Ltd. (OLA), an indirect wholly owned subsidiary of Oppenheimer Holdings. Before purchasing a policy of insurance, please review both the insurance carrier and the insurance policy carefully before investing. A strategic alliance exists between OLA and various outside providers whereby products and services may be utilized. Such providers may receive compensation as a result of the strategic alliance. However, the firms are completely independent of each other. This material is not a recommendation as defined in Regulation Best Interest adopted by the Securities and Exchange Commission. Oppenheimer & Co. Inc. Transacts Business on all Principal US Exchanges and is a Member of SIPC. 9079490.1