Each of the marketing pieces below
can be customized for your practice.
After reviewing the documents below,
please email us and provide us with:
1) Instruction on which pieces 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 would like.
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.