Market Education

Assistance in educating your clients.

In this section, you will find educational brochures and sales presentations to assist you in educating your clients on issues ranging from understanding investment basics to retirement planning. Provide your clients insight and guidance about a host of investing topics.  

Raising Financially Aware Kids

From toddlers to teens, Raising Financially Aware Kids helps clients teach their children about money.

What Every Kid Should Know About Money

Raising Financially Aware Kids covers basic principles to help kids make good money decisions. Use the program to help clients and prospective clients start their children’s financial education.

  • For clients with children or grandchildren, this valuable resource helps you meet a critical education need.
  • For you, it’s a great tool to deepen relationships and supports generational wealth transfer goals.

 

Start Your Financial Education Program

Complete the form below to download the Raising Financially Aware Kids client-approved presentation and eBook.

The Raising Financially Aware Kids book is available by contacting your wholesaler.

See how you can put this program to work for your practice.1-800-345-6488

Additional Resources

  • Managing Personal Accounts
  • Investing Strategies

Identity Theft - How to Help Deter, Detect and Defend Against the Dominant Type of Fraud in America

Presentation for clients, prospects and financial professionals that explains how identity theft is committed, the best ways to avoid becoming a victim, and what to do if your identity is stolen.

Identity Theft Checklist

Don't become an identity theft victim. Several steps to help you and your clients avoid this fast-growing crime.

Account Reference Sheet

Summarized information makes managing multiple accounts easier.  Complete this worksheet and store it in a safe place.  

Periodic Table

This dual-sided retail-approved flyer illustrates the style rotation for stocks and the sector rotation for bonds over the last decade.

Smart Tax Solutions: Designed to Preserve Capital, Fight Taxes

Learn more about how our municipal bond funds can be part of a four-step plan to developing a smart tax solution for your portfolio.

Time-Tested Investment Strategies Brochure

Educate your clients and prospects on time-tested investment strategies through the use of charts, graphs, and tables.

Financial FYI: Income Investors at a Crossroads

When you think about investment income, it's often related to having enough to live on in retirement. But it can also help you reach other goals too, such as paying for a student's education or a down payment on a new house.

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.