Client Engagement Materials

Client engagement materials include personalized touchpoints and supporting documents that strengthen relationships and enhance the client experience. These resources help communicate complex information clearly and professionally. By delivering timely, relevant materials throughout the client journey, advisors build trust and reinforce the value of their guidance.

Approved Scripts for Email/Phone
Approved Video Script: Long Term Care
Approved Video Script: Retirement Planning
Approved Video Script: Reasons for Permanent Life Insurance
Approved Video Script: Why Buy Life Insurance?
Approved Video Script Series
Retirement Plan Services Overview
Tax Triangle
Underwriting Process
Itemized Expenses
Personal Solutions
Phases of Wealth
Secure 2.0 Act Summary
Retirement Planning
Goal Development for Your Financial Plan
Supporting Documents Checklist
Document Checklist
6-Step Planning Approach
Financial Planning with Distinction
Financial Planning- Business & Personal Planning
Short-Mid-Long Term Bucket Strategy
Financial Plan Proposal
What My Loved Ones Need to Know
Helping You Through the Loss of a Loved One Booklet