LoanBuddy for Advisors - the market-leading software for financial advisors managing student loan debt repayment planning - has established a new partnership with Simply Paraplanner. LoanBuddy and Simply Paraplanner have committed to improving the education and technology resources for paraplanners for student loan repayment. Through this partnership, LoanBuddy and Simply Paraplanner are expanding capabilities to reinforce a commitment to developing the best processes for growing firms.

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CARES Act Update

clock Apr 3, 2020 9:19:50 PM / by LoanBuddy  posted in  Financial Advisors

Over the past few weeks, changes have been fast moving and there is convergence of what borrowers want to happen and what will actually happen. Three relief measures have been announced since the start of the COVID-19 pandemic by both the White House and the U.S. Department of Education. In that interim of announcements there was a bit of confusion on what information your clients were reading online regarding these benefits and what kind of federal loans are eligible. Additionally, private education loan borrowers are seeking some relief, too.

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COVID-19 Update

clock Mar 18, 2020 8:32:42 PM / by LoanBuddy  posted in  Financial Advisors

Amid the uncertainty surrounding the COVID-19 pandemic, knowing how to plan for the future is incredibly challenging. Since maintaining your own health and your family’s has been the priority, everything else took a backseat, substantial discussions regarding the financial impact of COVID-19 have now emerged.

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The Student Loan Practice, a course of comprehensive educational materials, helps advisors implement student loan repayment planning into their practice.

Developed by Ryan Galiotto, CFP at Fields Financial Services in Hopwood, PA and Founder of The Student Loan Practice, who was recently featured in the Journal of Financial Planning. This resource includes 62 invaluable lessons so advisors can master the fundamentals of student loans. 

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LoanBuddy — the leading solution for financial advisors working with client student debt — has released its newest upgrade, transforming the entire platform. Over the past year, LoanBuddy Members utilizing the Dashboard got the job done, but the Dashboard was a little basic. Now, the LoanBuddy Dashboard has been overhauled to become more user-centered. After careful consideration of feedback, LoanBuddy has brought its software to a new level of simplicity and efficiency while continuing to build towards the future.

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To directly help the 43 million Americans who are currently dealing with student loan debt, LoanBuddy has launched new Student Loan Assistance tools; simple and easy-to-use technology that helps college graduates understand their options for student loan debt. With the launch of the new borrower-focused platform, LoanBuddy is now helping financial advisors get introduced to these individuals with a clear avenue to connect with them.

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