Grow Your Business by Deploying This Simple Marketing Strategy
Are you and your staff constantly fielding questions from clients? Do you often find yourself answering the same types of questions—such as those regarding annual contribution limits, or how the latest rule changes could affect your clients’ IRAs, retirement plans, or health and education savings accounts?
Providing consumer education content may help reduce some of the more common questions that you receive and provide some added value to your clients. For example, sometimes providing the right answers simply isn’t enough. Your clients may need additional time to consider their options. They may also need to access more information that is packaged in an easy-to-understand format in order to feel comfortable with their financial decisions.
That’s why providing consumer education content is one of the most effective marketing strategies that a financial organization can deploy. Creating quality educational materials that also promote your product offerings allows you to engage your clients, providing another connection to build trust and strengthen relationships.
Don’t have the staff to develop your own educational resources? Let Ascensus be your marketing department and do the work for you. Our consumer education products are updated annually for cost-of-living adjustments (COLAs) and new rules and regulations. They are designed with your clients’ interests and learning styles in mind.
Find the Right Format
Everyone learns in different ways, so Ascensus offers educational content in a variety of understandable formats and delivery methods. We have lobby brochures, eBrochures, and micro learning videos.
Micro Learning Series
These short, consumer-focused videos about retirement savings plans, HSAs, and ESAs can be embedded in your organization’s website, YouTube channel, or lobby kiosk for easy, convenient access for your clients or financial advisors. Designed by our experts, our series of short, two- to four-minute videos include topics that cover
Traditional and Roth IRAs;
inherited IRAs;
qualified retirement plans;
SEP plans, SIMPLE IRA plans, and Individual(k) plans;
HSAs; and
Coverdell ESAs.
Micro Learning Series video titles can be purchased separately or as a complete set. Contact salessupport@ascensus.com to learn more.
Lobby Brochures
Our full-color, trifold, printed brochures are professionally designed for your lobby or teller stations, providing information on a wide range of topics—including IRAs, qualified retirement plans, HSAs, and ESAs. You may use our lobby brochures as they are, or you can contact your Ascensus sales representative to have them branded for your financial organization. Lobby brochures may be ordered online.
eBrochures
You can download our digital lobby ebrochures and easily add them to your organization’s consumer-facing website as viewable PDFs.
If you are an Ascensus Fully-Administered and Self-Administered Program client or an eResource Center subscriber, you have exclusive access to Ascensus’ complete library of eBrochures. These eBrochures are automatically updated throughout the year as new guidance or updates occur. Enroll today.
Contact a sales representative at salessupport@ascensus.com to find out about our other digital options and copyright licenses for our lobby brochures.
Deliver a Consistent Message
Our Micro Learning Series and lobby brochures complement each other, providing a consistent message across different formats. As your clients explore their options to save, they may reach out to open IRAs, retirement plans, or health and education savings accounts within your organization.
To learn more about our consumer education content, visit our Look Book.
