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Sample Personalization:
Approved marketing collateral that's ready to be personalized and utilized.
Cetera Investment Services has partnered with Merrill Anderson Co. to provide brochure and newsletter collateral to help you raise awareness and educate your clients and prospects on the services you provide.
These materials are:
- Placed within Cetera's corporate brand or your private label
- Personalized with your FINRA registered contact information you provide
- Automatically approved through Compliance prior to printing
- Produced and shipped within 10 business days of receiving compliance approval
Titles (Click on title to view sample):
QuarterNotes Newsletter (4 issues each year)
- Automated digital or printed touchpoint to provides
useful information to clients and prospects while
strengthening the advisor’s relationship with them.
Sample Issue
Financial Education Series
Annuities
Asset Allocation
Brokered CDs
Business Retirement Plans
Estate Planning
IRAsLife Insurance
Long Term Care Insurance
Mutual Fund
Retirement Income Management
SIMPLE IRAs and SEPs
Social Security Benefits
Tax Facts
Tax Preferred College Savings
Trusts
Financial Transition Series
Caring for Your Aging Parent
Coping with Death
Dealing with Divorce
Understanding IRAs and RMDs
Financial Referrals Series
Why Refer?
Your Views Matter - 1-Panel
Your Views Matter - 4-Panel
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