Customized Marketing Material
Advisors have had great success using our marketing material to drive discussions about Long-Term Care. 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
Materials for Specific Client Types or Market Segments
Planning Concepts & Solutions
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.