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.
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.
Social Media
Promote the Financial Wellness Experience on your social media platforms.