Give Clients More Information in the Right Format
Do your clients have questions about IRAs and retirement plans, or health and education savings accounts? After answering their questions or explaining the rules, you may be able to help solidify their knowledge with the right material that they can reference later.
Providing your clients with consumer education content on the topics they are interested in is a simple, yet effective way to help them learn more about retirement, health, and education savings accounts. It’s also a great way to promote your product offerings. But having that content ready and available takes time and may require using a marketing staff. If your organization doesn’t have the staff or resources, offering consumer education content to your clients may not seem like an option.
Fortunately, 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’ consumer education products are designed and written with your clients in mind.
Lobby Brochures
Full-color, trifold, printed brochures designed for your lobby or teller stations provide information on a wide range of topics pertaining to IRAs, qualified retirement plans, health savings accounts (HSAs), and Coverdell education savings accounts (ESAs). And they’re updated annually for changes brought about by new guidance and legislation—saving your organization from having to keep the brochures current and in compliance. Lobby brochures are available to order online (choose the “Consumer Marketing Brochures” drop-down menu).
eBrochures
Your website presence is more important than ever, as clients continue to look online for information. Making lobby brochures accessible to all of your clients is easy—even if they can’t come into your actual lobby. Digital versions of all lobby brochures—eBrochures—can easily be added to your organization’s 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 eBrochures. This includes automatic updates throughout the year as revisions occur. Enroll today. Not a Fully- or Self-Administered Program or eResource Center client? Connect with a sales representative at salessupport@ascensus.com to find out about copyright license or digital options.
Micro Learning Videos
Capture your clients’ attention with short, consumer-focused videos that address what your clients need to know about retirement savings plans, HSAs, and ESAs. Micro learning videos can be placed on your organization’s website, YouTube channel, and lobby kiosk. Contact salessupport@ascensus.com to learn more.
Updated and Ready for You
Both print and electronic versions of our lobby brochures and micro-videos incorporate the latest guidance and legislative changes and have just been updated for the 2022 cost-of-living adjustments. They are ready to use as is or may be branded specifically for your organization. The best part? They all go together so that you can deliver a consistent, coordinated message to your clients, regardless of the topic.
The more your clients know and understand tax-advantaged savings accounts, the more apt they are to open and contribute to an account at your organization. For more about how we can help your organization provide the right consumer education content, check out our Look Book.
