Choices include ESGs and eight quality fund families, like Vanguard and T. Rowe Price.
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For Investment Professional Use Only. Not For Public Distribution.

Strengthen your client relationship by recommending a 529 plan that serves their needs today and tomorrow. The Bloomwell 529 Education Savings Plan offers great flexibility and other perks for families focused on growth.
  • No Loads or Trails: This level of transparency allows you to continue building trust with clients, who can feel confident they understand where their money is going.
  • Options, Options, Options: Including ESG-minded portfolios in demand with today’s savers, and underlying investments with quality fund families like Vanguard, DFA, T. Rowe Price, and more.
  • Low Costs: For investors, it means they can put that money toward their savings goals. Bloomwell 529 has no annual account fee. View frequently asked questions about the Plan’s costs.
  • Confident Backing: Bloomwell 529 is powered by Wilshire, an industry-leading consultant, so you know it’s a solid recommendation for your clients.
  • Easy Online Gifting: With the end of the year approaching, clients’ friends and family can contribute to a 529 fund in just a few clicks, helping your client take advantage of potential end-of-year tax advantages.
Your clients are focused on their loved one’s potential, and with Bloomwell 529’s solid Investment Options and low fees, you can help them grow that future into everything they’re imagining.
Learn more about the quality fund families offered in the Bloomwell 529 plan.
 
 
Bloomwell529.com  |  877.408.4644
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Not FDIC Insured | May Lose Value | No Bank Guarantee
An investor should consider the investment objectives, risks, and charges and expenses associated with municipal fund securities before investing. This and other important information is contained in the fund prospectuses and the Bloomwell 529 Education Savings Plan Program Disclosure Statement (issuer’s official statement), which can be obtained at Bloomwell529.com and should be read carefully before investing. You can lose money by investing in an Investment Option. Each of the Investment Options involves investment risks, which are described in the Program Disclosure Statement.

An investor should consider, before investing, whether the investor’s or beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan. Investors should consult their tax advisor, attorney, and/or other advisor regarding their specific legal, investment, or tax situation.


The Bloomwell 529 Education Savings Plan (the “Plan”) is sponsored by the State of Nebraska, administered by the Nebraska State Treasurer, and the Nebraska Investment Council provides investment oversight. Union Bank & Trust Company serves as Program Manager for the Plan. The Plan offers a series of Investment Options within the Nebraska Educational Savings Plan Trust (the “Trust”), which offers other investment options not affiliated with the Plan. The Plan is intended to operate as a qualified tuition program.

Neither the principal contributed to an account, nor earnings thereon, are guaranteed or insured by the State of Nebraska, the Nebraska State Treasurer, the Nebraska Investment Council, the Trust, the Plan, any other state, any agency or instrumentality thereof, Union Bank & Trust Company, the FDIC, or any other entity. Investment returns are not guaranteed. Account owners in the Plan assume all investment risk, including the potential loss of principal.