Consumer Education Tools You Need to Succeed
Your clients have questions, and they trust that you’ll have the answers they need about their IRAs, retirement plans, and health and education savings accounts.
But explaining the rules may not be enough. Your clients want access to easy-to-understand information and the time to weigh their options to help them feel comfortable with the financial decisions they make. They may want something they can hold, write notes on, and bring to their tax advisor. Or they may want to access the same information on their mobile phone from the comfort of their own home.
We understand how hard it is to create your own educational resources that meet the needs of all of your clients. Your financial organization may not have a marketing team or the staff to regularly update these materials for law changes and cost-of-living adjustments. Let Ascensus do the work for you.
At Ascensus, we have the consumer education tools that allow you to promote your financial products and educate your clients. Quality consumer education is one of the most effective marketing tools that you can deploy as part of a successful business strategy. When clients can access your educational material online, in your branch office, or by taking them home, you are building a relationship with them. It’s a win-win for everyone involved.
Lobby Brochures
Our full-color, trifold brochures provide information on a wide range of topics that include
Traditional and Roth IRAs;
inherited IRAs and beneficiary distribution options;
qualified retirement plans;
SEP plans, SIMPLE IRA plans, and Individual(k) plans;
IRA transfers, rollovers, and conversions;
IRA and retirement plan distributions;
Health savings accounts; and
Coverdell ESAs.
These professionally designed and printed brochures can be used 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. They are also available through a copyright license agreement.
eBrochures
Our digital lobby brochures can be added to your financial organization’s website as viewable PDFs. They provide your online banking clients with the same quality educational brochures that they would receive if they were to visit your brick-and-mortar branch office. 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. Our eBrochures are automatically updated for you online throughout the year as new guidance or updates occur. Simply use the HTML code we provide for each eBrochure to post them on your website, and any regulatory or COLA updates will automatically be applied.
Micro Learning Series
Our short, consumer-focused videos about retirement savings plans, IRAs, 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.
Micro learning videos can be purchased separately or as a complete set.
Want the Tools to Jump Start a Successful Consumer Education Program for 2024?
To learn more about our consumer education content, including our copyright licenses for our lobby brochures, contact an Ascensus sales representative at salessupport@ascensus.com. To read more about our consumer education offerings, visit our Look Book.
