Promote Your Savings Products and Educate Your Clients
By Lisa Walker, CISP, CHSP
Do your clients look to your organization for information about retirement savings plans, health savings accounts (HSAs), or education savings accounts (ESAs)? Maybe they have questions about saving with a Traditional or Roth IRA, what kind of retirement plan is right for their business, how an HSA works, how to move their retirement assets, or when they can start withdrawing their savings. Beyond answering their questions or explaining the rules, it may be helpful to have brochures about these topics on hand—something your clients can take with them to reference later.
Brochures are a simple, yet effective way to promote the tax-advantaged savings accounts you offer—and educate your clients about those accounts. But creating brochures takes time and can be costly. Without the marketing staff or resources available to create and update your brochures, offering consumer education brochures to your clients may not seem feasible.
But your organization doesn’t have to worry about any of that because Ascensus has done the work for you. We know how important it is to give your clients the rules and information they need in an understandable format. We also understand the challenge of creating and maintaining a versatile take-away piece on all of your savings plan products and related topics. That’s why we’ve designed and written the content for you with our lobby brochures. Whether it’s the lobby in your physical location or online, you can make Ascensus’ line of lobby brochures your own, accessible to all of your clients.
Ready to use as is or to be customized specifically for your organization, Ascensus lobby brochures provide information in a full color, three-panel format on a wide range of topics pertaining to IRAs, qualified retirement plans, HSAs, and ESAs.
In addition, Ascensus’ lobby brochures—both paper and electronic versions—are continuously monitored and updated as needed to accommodate changes brought about by new tax laws. This removes the burden from your organization in keeping these types of brochures up to date and in compliance.
With your clients in mind, our team of writers and designers ensures that all of the brochures are relevant and that they effectively meet the intended audience’s needs. In fact, Ascensus lobby brochures have just been redesigned and updated for 2020. Streamlined content, fresh language, and improved readability make them even more valuable for your clients.
