Take Advantage of Your Company’s Brand
Leverage the power of your company’s brand to reach a wider audience and engage potential clients.
➤ Enhance Your Brand with Customized Content
Looking to strengthen your company’s brand and attract a larger audience? We can help! Our team can customize your existing content or provide pre-built content that aligns with your brand’s values and resonates with your target audience. Rest assured, all our pre-built content is approved by the State Insurance departments, the CFP Board, and the IWI.
➤ Approval and Administration of Company Content for CE
Ensure your company’s educational content meets CE credit requirements by submitting it for approval under our providership. We handle all administrative services, so you can focus on creating high-quality content for your audience.
➤ B.E.S.T. Pre-Approved Content Branded for You
We offer a variety of pre-approved content topics, such as 401(k), Annuity, Estate Planning, Ethics, IRA, Long-Term Care, and Retirement Planning, all approved by the State Insurance Departments, the CFP Board, and IWI. These presentations can be customized with your company’s branding elements, such as logos and colors, to increase brand awareness and appeal to your audience.