Marketing Materials

Use the following compliance-approved resources to help you market the Financial Wellness Experience to your clients.

Informational Resources

Provide clients with a detailed explanation of the Financial Wellness Experience.

Download Brochure

Please reach out to Katie O’Brien if you’d like to customize this template with your own QR code.

Emails

Send a touchpoint to clients by introducing them to the Financial Wellness Experience.

Download Prospecting Scripts
Download Post-Assessment Scripts
Download Employer Scripts

Social Media

Promote the Financial Wellness Experience on your social media platforms.

Download Posts