Consumer Education Can Strengthen Relationships with Clients
When it comes to navigating financial products, like IRAs, retirement plans, or health savings accounts, even the savviest clients can feel overwhelmed. It’s challenging to determine the long-term personal impact of the latest legislative and regulatory changes, such as the SECURE 2.0 Act or the final RMD regulations, or even understand what savings strategy suits their goals. But one thing is clear: your clients want straightforward information. That’s where consumer education comes in.
Educating your clients helps them make better financial decisions and builds trust, strengthens relationships, and enhances your reputation as a knowledgeable partner. Here’s how you can create a rewarding educational experience for your clients.
Make Learning Easy and Accessible
Not all clients learn the same way, and that’s okay. By offering resources in multiple formats, you meet your clients where they are. At Ascensus, we offer 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 your clients access your educational materials, either by picking up a lobby brochure in person at a branch office or by accessing the same information from their mobile phones, you are building relationships.
Keep Up with Legislative Changes
We know that keeping educational materials current can feel like an uphill battle—especially when the IRS issues new provisions or Congress passes major legislation, like the SECURE 2.0 Act. That’s why working with a partner who updates content automatically can be a game-changer, especially for smaller financial organizations. We ensure that our materials are updated as needed for law changes and revised each year for annual cost-of-living adjustments (COLAs) so your clients can always receive accurate information.
Show, Don’t Just Tell
When clients come in, confused about what a required minimum distribution (RMD) is and why it’s important to not miss one, you could simply explain it. But imagine pairing your explanation with a lobby brochure to send home with them, something they can show their spouse or adult child. Visual aids and straightforward explanations make complex financial topics feel less intimidating. They empower your clients to take the next financial step with confidence.
Our Consumer Educational Tools Can Help You Succeed
We offer a variety of tools to provide information to your clients.
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 add-on Ascensus’ complete library of eBrochures, a big value for a low cost. 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 to dive deeper into consumer education? Contact your Ascensus sales representative at salessupport@ascensus.com. To read more about our consumer education offerings, visit our Look Book.
