Simple Tools to Build Consumer Satisfaction—and Your Business
Your clients have questions about their IRAs, retirement plans, and health and education savings accounts. They may be uncertain about which savings strategy is best for them. Or they may want to learn how their existing accounts are affected by new guidance, including the SECURE 2.0 Act changes. For example, your clients may not know that the SECURE 2.0 Act has increased the required minimum distribution (RMD) age from age 72 to age 73, starting in 2023. They want to understand what this means for them, especially if they will soon be of RMD age.
Although you can explain the rules, sometimes that isn’t enough. Your clients need access to easy-to-understand information and time to weigh their options in order to help them feel comfortable with their financial decisions.
We understand how challenging it is to create your own educational resources for your clients. You may not have a marketing team or the staff to regularly update these materials for law changes and cost-of-living adjustments. So let Ascensus do the work for you.
At Ascensus, we have the right 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 your business strategy. When you give clients educational material that they can access online, in your branch office, or take home with them, you are growing a relationship with them.
We also understand that everyone learns best in different ways. This is why we offer lobby brochures, eBrochures, and micro learning videos. Each learning method delivers the same, consistent message but in different formats.
Our consumer education has been updated for 2023 SECURE 2.0 changes and are updated annually for cost-of-living adjustments and other rule changes.
Lobby Brochures
Our full-color, trifold brochures provide information on a wide range of topics—including IRAs, qualified retirement plans, HSAs, ESAs, SEP plans, and SIMPLE IRA plans. 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, 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. This 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 videos can be purchased separately or as a complete set.
Want to Get Started? Here’s How
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.
