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Home > Business Support > Marketing > Marketing On Demand

Marketing On Demand

Customizable Marketing Materials

Marketing On Demand is an efficient online ordering system loaded with features and benefits to manage and market a successful practice.
Marketing On Demand serves as a one-stop marketing shop where you can order a host of pre-printed or customizable marketing and promotional items. Most items are available in full-color, and all items are pre-approved by our Compliance Department.
With Marketing On Demand, you can build your brand and create a broad range of high-impact customizable marketing materials from your computer with our easy-to-use templates.

Following is a partial list of available items:

  • Advertisements
  • Brochures
  • Complete stationery supplies
  • Direct mail postcards
  • Educational mailers
  • Financial check-up postcards
  • Inserts
  • Posters
  • Promotional gift items from the company store

Various topics available on Marketing On Demand:

  • 401(k) Rollovers
  • College Planning
  • Financial Review
  • Insurance
  • Living in Retirement
  • Market Volatility
  • Maturing CDs
  • New Advisor/New Office
  • Personal Brand
  • Retirement Planning
  • Roth IRA
  • Select Employer Groups (SEG)
  • Small Business
  • Value of Investing
  • Women Investors

Additional Marketing on Demand features:

  • Easy navigation
  • 24/7 access
  • Orders consolidated into a single shipment with just one commission charge per order
  • A handy history feature-great for quick reorders and tracking past use
  • Options to order discounted targeted mail lists from trusted industry-leading suppliers
  • Options to have certain items mailed for you using mail lists you can upload from your PC