Client Connect Branded Sales Tools White Labeled Sales Tools Terms and Conditions
What is this offering?
WealthVest will create a PDF copy of our thought leadership sales tools or consumer brochures branded to the financial advisor/agency. We will remove all WealthVest branding from the sales tool or consumer brochure and replace it with the financial advisor’s or agency’s logo, contact information, and biography. Please keep in mind we will make only one round of changes per the advisor’s direction if they are unhappy with the first completed draft, any additional rounds of changes will require additional cost.
If you have a cover image that you want to use that custom to your geographical area or brand, you can provide such image or direction to your wholesaler.
What do I get?
There is no cost associated with this offering, provided that you remain appointed with at least one carrier through WealthVest , you will receivethis fee grants password protected a PDF branded to your practice access to the document for one year. . If the advisor you need needs printed copies, they can you can print themselves them or utilize WealthVest., (inquire Inquire with your wholesaler on printing with WealthVest.)
If you wish to continue using said the brochure or if you are active in the Client Connect program, please reach out to your wholesaler or contact WealthVest at 877-595-9325 for further access. For an example of what an advisor branded sales tool looks like click here.