top of page

Inform and Engage Customers and Prospects.

The SECURE Act may be complicated, but communicating it's impact to clients shouldn't need to be. Nor should explaining the benefits you provide.

Our content can be licensed so that your marketing team can place in your brand and produce it, or we can brand it and produce it for you providing digital files or printed materials.

Sample pricing is below of the most popular options, but alternate pricing is available higher or lower quantities. Let us know what works best for you and we'll provide a quote.

Secure Act Handout

Screen Shot 2020-01-16 at 2.25.15 PM.png

This handout introduces the SECURE Act for clients and explains some of the initial considerations to start the conversation.

Most popular option:

1-year unlimited distribution license (single-state): $500

We plan to have a more in-depth analysis later in the year to send to attorneys and CPAs too - Let us know if you'd like to receive a proof when that comes out.

Trust Overview Booklet

Screen Shot 2020-01-16 at 2.24.32 PM.png

This overview booklet reframes the most popular trust products into the benefits they provide, with a short explanations of why they are are utilized.


Great for mailers, event handouts, sales introductions, and in-branch distribution.

Most popular option:

250 copies w/ a 1 year digital distribution license: $849 plus S&H

Tax Facts Handout

Screen Shot 2020-01-16 at 2.24.24 PM.png

This reference guide provides a quick way to lookup tax information for the coming year, and is generally used in conjunction with promoting clients to max out their IRAs and positioning yourself as a provider to Attorneys and CPAs. It's appropriate for lobby distribution, so sending it to doctors and dentists can help get your logo in front of more people.

Most popular option:

250 copies w/ 1-year digital distribution license: $649 plus S&H

Estate Planning Booklet

Tax Facts Handout

Screen Shot 2020-01-16 at 2.25.34 PM.png

This larger estate planning booklet provides lessons from Celebrity estates, along with helpful information on the basics of estate planning.


It's engaging to industry professionals, and can be utilized to demonstrate expertise and encourage revisiting someone's will file. It would be well used in conjunction with the SECURE Act handout. 


Most popular option:

100 copies: $799 plus S&H 

Not seeing what you were hoping for?

These are examples of recently updated content, but we also have content such as sell sheets and materials for specific trust products, full campaigns with reoccurring content to engage both professionals and those with no industry knowledge, and various other strategies. There is no cost or obligation for speaking with us to find out what's been working for trust departments and companies across the country.

bottom of page