Customized Marketing Material
Advisors have had great success using our marketing material to drive client engagement for Long-Term Care Planning.
We welcome the opportunity to provide you with customized marketing material for you or your firm!!
To begin the process, please email us and provide the following:
1) Instruction on what piece(s) you would like customized.
2) A "clean" logo, preferably in .jpeg format.
3) A request for your preferred font style.
4) Notes regarding any additional customization you want.
The "Basics" of Long Term Care Planning
Adobe Acrobat document [149.2 KB]
Adobe Acrobat document [74.0 KB]
Adobe Acrobat document [117.0 KB]
Understanding How Where Care Can Be Pro[...]
Adobe Acrobat document [103.6 KB]
Adobe Acrobat document [71.8 KB]
Materials for Specific Client Types or Market Segments
Adobe Acrobat document [100.8 KB]
Adobe Acrobat document [119.9 KB]
Adobe Acrobat document [117.5 KB]
Planning Concepts & Solutions
Adobe Acrobat document [126.6 KB]
Adobe Acrobat document [126.9 KB]
Adobe Acrobat document [77.9 KB]
Adobe Acrobat document [114.6 KB]
Adobe Acrobat document [110.2 KB]
Adobe Acrobat document [116.9 KB]
PLEASE NOTE:
While these pieces are general in nature, if your institution, firm or broker/dealer requires compliance department review of marketing materials, please obtain the proper approval prior to using your customized material.
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