Ring in the New Year Prepared for Your Clients’ Questions
With the New Year fast approaching, your clients will have more questions about their IRAs, retirement plans, and education and health savings accounts. They want to know their 2023 contribution limits and be advised on any new rules that might affect their retirement savings goals. They also need to understand the basics, so they can make informed decisions as they plan for retirement and other big life events.
Even if you answer their questions and explain the rules, they may need more. Everyone learns best in different ways. Providing your clients with consumer education content in a variety of formats is a simple, yet effective way to promote your product offerings and help them learn more about ways to save.
But many financial organizations don’t have the marketing team to develop and regularly update the consumer education content that your clients need. This takes time and resources.
We want you to know that you don’t have to do it alone. Ascensus has done the work for you. We know how important it is to provide your clients with information in an understandable format. Our consumer education products have been updated and are ready for the new year, designed and written with your clients’ needs 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.
eBrochures
Your website presence is critical; clients will often look first online for information. Making lobby brochures accessible to your clients is easy—even if they don’t ever walk into your actual lobby. Digital versions of all lobby brochures—eBrochures—can 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 to be placed on your organization’s website. 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 learn more about these services or how to obtain a copyright license to our lobby brochures for this same and expanded use.
Micro Learning Series Videos
Our short, consumer-focused videos address what your clients need to know about retirement savings plans, HSAs, and ESAs. Micro videos can be placed on your organization’s website, YouTube channel, and lobby kiosk. Contact salessupport@ascensus.com to learn more.
Consumer Education – Ready When You Are
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 2023 cost-of-living adjustments. They are ready to use as is or may be branded specifically for your organization. They are coordinated across formats so you can deliver a consistent message to your clients, regardless of the topic.
The more your clients know and understand tax-advantaged savings accounts, the more likely 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.
