Financial Strategy

529s Only Cover College. This Covers Everything.

Discover how child life insurance policies provide more flexibility than traditional 529 plans—with tax-free growth, no spending restrictions, and built-in life insurance protection for your family.

Book Free Consultation
Free 30-minute consultation
No obligation or pressure
Personalized guidance

Why Choose Child Life Insurance Over 529 Plans?

A clear comparison of key features and benefits

Feature
Child Life Policy
529 Plan
Tax-free growth $284K difference over 18 years
Yes, permanently No restrictions ever
⚠️ Only for education Lose tax benefits for other uses
Spending flexibility Use for ANYTHING
Any purpose College, business, home, retirement
Education only Penalties for anything else
Lifetime protection $500K+ life insurance included
Built-in life insurance Protects your family's future
No protection Money disappears if something happens
Withdrawal penalties Save $43K in penalties
None after 10 years Access your money freely
10% penalty + taxes Lose 30%+ for non-education use
Market crash protection Never lose principal
Principal guaranteed Minimum growth floors
Can lose everything 2008 crash: -25% losses
Emergency medical coverage Access funds during crisis
Accelerated living benefits Terminal illness & critical care coverage
No medical coverage Penalties even for emergencies
Tax-free loan access Borrow without penalties
Policy loans available Access cash value anytime
No loan options Must withdraw with penalties
Retirement income stream $176K+ annually for 20 years
Tax-free retirement income Multi-generational wealth transfer
Education-only funds No retirement benefits
Free Strategy Session Value $500

Get a Personalized Financial Strategy for Your Family

Our certified financial strategist will analyze your situation and show you exactly how child life insurance can benefit your family's future across all of life's milestones

Complete Financial Flexibility

Unlike restrictive 529 plans, use your funds for college, first home, business startup, medical emergencies, or any life milestone—with zero penalties.

Guaranteed Protection & Growth

Your principal is protected with a 0% floor—you never lose money during market downturns. Plus built-in life insurance coverage up to $500K+.

Tax-Free Growth & Withdrawals

Watch your money grow tax-free and access it tax-free for any purpose. No restrictions, no penalties—just complete financial freedom for your family.

Multi-Generational Wealth

Create lasting financial security that spans generations. Potential for $176K+ tax-free retirement income annually, plus estate planning benefits.

Accelerated Living Benefits

Unique access to life insurance funds for critical illness, terminal diagnosis, or long-term care needs—providing financial support when your family needs it most.

Flexible Access Options

Access your cash value through tax-free policy loans or withdrawals after 10 years with no penalties. Adjust contributions based on your family's financial situation.

What Our Clients Are Saying

10,000+ Families Helped
4.9★ Average Rating
$847K Avg. Additional Value
★★★★★

"Who knew? Great program for setting up your child's future. Thanks, Drew."

Y.P
✓ Verified Client
★★★★★

"Thank you so much. I don't have anything to worry about now. Lexi is going to love this when she's older."

E.D
✓ Verified Client
★★★★★

"Such a blessing. This checks all the boxes. Thank you for all you have done for my family."

S.K
✓ Verified Client
★★★★★

"Best idea ever! Your guidance is invaluable. Thank you for introducing this to us."

S.T
✓ Verified Client
★★★★★

"Great appreciation. Start to finish, no stone unturned. Great education and professional approach to assist my family. Thank you, Andrew, for everything you have done for us."

H.F
✓ Verified Client
★★★★★

"Best gift I could ever give my twins. Great modern advantage for my two girls. Thank you for all the time and patience walking us through this program. Extremely satisfied with it all!"

C.P
✓ Verified Client
★★★★★

"CLP rocks! I wish my parents had done this for my wife and me. Thank you. I'm telling everyone about this."

K.M
✓ Verified Client
★★★★★

"College, home, and retirement covered. AAA+. Great concept, great advisor, great appreciation."

D.D
✓ Verified Client
★★★★★

"Absolutely amazed. I had never heard of this before. I'm so glad my friend recommended it to me. Thank you, Beyond529. Drew, your love for this program was felt through the entire process."

D.P
✓ Verified Client
★★★★★

"You've got to see this. Best thing I could ever do for my child. Out-of-the-box approach, but wow! Great program."

C.P
✓ Verified Client
★★★★★

"A must-see for your child. I'm amazed that so much will be there to cover anything Ariana will need for her future to be secure. Thank you for this."

K.L
✓ Verified Client
★★★★★

"What a blessing. The knowledge you shared, and your personal story of why you designed this, made our decision so easy for our son. Thank you, Andrew, for sharing this with our family."

J.D
✓ Verified Client
★★★★★

"Gratitude for this education. I was astonished by how this addresses all our concerns to start preparing for her future. Thumbs up to everything surrounding this program. Thank you."

R.C
✓ Verified Client
★★★★★

"Perfect concept for kids. Great. Simply great."

A.H
✓ Verified Client
★★★★★

"Fantastic program for children. Thank you."

S.M
✓ Verified Client
★★★★★

"Five stars. Very impressive. Thanks, Andrew, and Beyond529 for taking care of us and our family."

J.P
✓ Verified Client
★★★★★

"Best concept ever! Thank you."

T.B
✓ Verified Client
Certified Financial Planner
Licensed Insurance Professional
15+ Years Experience

Ready to Explore a Better Alternative?

Book a free 30-minute consultation to see if child life insurance is right for your family.

Free Consultation
✓ No sales pressure ✓ Personalized analysis ✓ Clear next steps