• Are you concerned about paying for your
    children's or grandchildren's
    education?

At David Lerner Associates, we offer products that help you finance your children's (or grandchildren's) future.

We offer:

  • 529 College Savings Plans.
  • Affordable Whole Life Insurance policies that can grow with your children. As adults, your children could access their policy’s cash value* for any reason, including: 
    • College tuition and expenses;
    • A down payment on a house;
    • Starting a business; or
    • Supplementing income during retirement.

We invite you to learn more. Make an appointment at our local David Lerner Associates office in Lawrenceville, New Jersey today! Call 1-800-367-3000 or use the form on the right.

For the last 41 years, we have been dedicated to building and preserving our clients’ assets. 

dla_umbrella

Not only is the appointment free, but you will receive a portable umbrella as a gift.**

Make an Appointment Today and Get Your Free Umbrella!
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There are risks inherent in investing.
Certain investments are offered by prospectus. Investors should read the prospectuses carefully and consider the investment objectives, risks, charges, expenses and other information before investing. The prospectuses may be obtained from David Lerner Associates, Inc. by calling 1-800-367-3000.

*Distributions under the policy (including cash dividends and partial/full surrenders) are not subject to taxation up to the amount paid into the policy (cost basis). If the policy is a Modified Endowment Contract, policy loans and/or distributions are taxable to the extent of gain and are subject to a 10% tax penalty if the policyowner is under age 59½. Access to cash values through borrowing or partial surrenders will reduce the policy’s cash value and death benefit, increase the chance the policy will lapse, and may result in a tax liability if the policy terminates before the death of the insured.

**While supplies last. Gift presented at scheduled appointment with one of our Investment Counselors.