MARKETING LIBRARY

Pre-Approved Pieces

The following material has been designed and approved for use. Click on the title to download and use as needed.

Financial Planning Trifold (needs customization)
About CFG – Financial Planning Services (print)
About CFG – Financial Planning Services (digital)
Tax Triangle
Service Offering Piece
Retirement Plan Services Overview
10 Things That Make Your Business More Valuable
Strategies for Effective Business Planning
Business Solutions
Underwriting Process
Comment Card
Itemized Expenses
Personal Solutions
Goal Development for Your Financial Plan
Phases of Wealth
Phases of Wealth (co-branded)
Supporting Document Checklist
Document Checklist
6-Step Planning Approach
Financial Planning With Distinction
Menu of Services
Menu of Services-With High Complexity
Menu of Services – Financial Planning
SECURE 2.0 Act Summary
Financial Planning - Business & Personal Planning
CFG Wealth Strategy Team
CFG Wealth Management Services
What My Loved Ones Need to Know
Short-Mid-Long Term Bucket Strategy
Wealth Management Services
Helping You Through the Loss of a Loved One Booklet

Approved Scripts

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?

Vignettes

We have put together a variety of concepts that are available for use. On the left, Eric Spindt runs through each vignette and how to position to clients — these videos are approved for advisor use only. On the right, we have a corresponding PPT deck with animations so you can run through the concept digitally via Zoom.