With more than 44 million borrowers in the U.S. holding more than $1.6 trillion in student loan debt, 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:
Updated for 10/15/2021