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Broker Sales Tools
Broker/Advisor Sales Aids
These simple, actionable selling tools educate clients while offering useful tips to financial professionals. Sales Aids can be used to market a variety of investment products and concepts — from tax-deferred investing to 529 college savings plans. Each Sales Aid contains both a client section, with easy-to-follow information and illustrations, and an advisor section with talking points and selling tips.
Advisor Library
The Advisor Library features 50 articles covering a range of financial subjects that are important to financial advisors working to attract and retain a diverse client base. It incorporates Standard & Poor's globally respected research and analytical resources and is updated regularly to reflect important industry
and legislative developments.
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