MARKETING

BROCHURES

6-Step Brochure
SERVICES Insert
Do You Have a Successful Plan Brochure
Vision Booklet
Solid Foundation Booklet
Lead Fiduciary Booklet
Full Page Process Brochure
Pocket Cards

TEAR-SHEETS /ONE-PAGE FACT SHEETS

Old vs New Standards
Service Solution 2-sided
Binder Place Holders
Improvised Brochure
Vision tri-fold
SS Fact Sheet
PPC Protected
PPC Press Release
Testimonial Request Form
One-Pagers: What can we do for you?
One-Pagers: Why build a custom education program?
One-Pagers: Are your participants "on track" for a successful retirement (referring to Investment Horizons Retirement Readiness Report
One-Pagers: What is the Fiduciary Compliance Vault?
One-Pagers: What is our risk management process?
One-Pagers: Why get a retirement plan risk review?
Flyers: The Participant Process
Flyers: Design of a successful employee education program
Flyers: Without a strategy in place...
Flyers: Life is full of drama but...
Flyers: Who will be the most likely to succeed?
Flyers: What is the right mix for a successful participant education program?
Flyers: The Vault....
Flyers: BINGO
Flyers: How to build the perfect participant

ADSLICKS

Full Page 6 Steps
Column 6 Steps
Who's Guiding Your Plan

MARKETING DIRECTIVES

Take Action
Prospecting 101
Marketing Campaigns
Website Marketing
Media Contact List

Sample Capabilities Brochure
Sample Prospect Capabilities Presentation
Plan Risk Review Fact Sheet
Plan Risk Review Packet
Plan Risk Review Summary (being revised)
COMING SOON 401k Prospecting Campaign #1
COMING SOON 401k Prospecting Campaign #2
COMING SOON 401k Prospecting Campaign #3