Use Brochures to Give Clients More Information—In Person or Online
By Lisa Walker, CISP, CHSP
When your clients have questions about IRAs and retirement plans, or health savings accounts (HSAs) and education savings accounts (ESAs), they may benefit from having access to more information—whether it’s in person or online. Once you’ve answered their questions, providing a take-away for them to reference later could help solidify their knowledge.
Consumer education brochures are a simple, yet effective way to educate your clients about retirement, health, and education savings accounts—and to promote the ones you offer. But creating brochures takes time and can be costly. And if your organization doesn’t have a marketing staff or the right resources, offering brochures for your clients may not seem feasible.
The good news? Ascensus has done the work for you. We know how important it is to give your clients the information they need in an understandable format. That’s why Ascensus’ line of consumer education brochures, or “lobby brochures,” is designed and written with your clients in mind. These lobby brochures provide information on a wide range of topics pertaining to IRAs, qualified retirement plans, HSAs, and ESAs. And they’re automatically updated for changes brought about by new guidance and legislation, saving your organization from having to keep the brochures up to date and in compliance.
eBrochures
Your online presence is more important than ever, as clients may now be forced to look online for information. Making lobby brochures accessible to all your clients is easy—even if they can’t come into your actual lobby. Virtual lobby versions—eBrochures—can be added to your website as downloadable PDFs.
Available exclusively to Ascensus Fully-Administered and Self-Administered Program clients, and to eResource Center subscribers, an eBrochures subscription provides electronic access to Ascensus' complete library of digital lobby brochures. This includes automatic updates throughout the year as revisions occur. Enroll today. Full-color, three-panel, printed brochures are also available (choose the “Consumer Marketing Brochures” drop-down menu).
Up-to-Date and Ready for You
Both print and electronic versions of our lobby brochures incorporate guidance and legislative changes that occurred in 2020, and they’ve just been updated for the 2021 cost-of-living adjustments. They are ready to use as is or can be branded specifically for your organization.
The best part? The more clients know and understand, the more apt they are to open and contribute to an account at your organization. And brochures are a simple way to promote your retirement, health, and education products while educating your clients about them.
