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College Savings Plans
 


CollegeCounts 529 Fund*
An excellent way for investors to save for college.  This plan has low fees, solid investment options (Vanguard, PIMCO, Fidelity and T. Rowe Price) and is managed and serviced by Union Bank & Trust, who has consistently been recognized as a provider of leading 529 plans.  If you’re looking to save for a loved one’s future college expenses - make sure to check out this 529 plan.  The Plan is sponsored by the State of Alabama and Union Bank & Trust serves as Program Manager. 

www.CollegeCounts529.com


Bright Directions College Savings Plan*
(Illinois Advisor Sold 529)

Check with your financial advisor on the benefits of the Illinois advisor-sold 529 plan.  The plan offers multiple fund families, solid investment choices, along with diversity and choice.  For more information on the program along with the federal and Illinois tax benefits, visit:

www.brightdirections.com


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Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.

*Investment services offered through Union Bank & Trust Company’s Trust Division.

Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.

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