Branded 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.
The cost for a digital copy is $500, and provided that you remain appointed with at least one carrier through WealthVest, this fee grants password protected access to the document for one year. If the advisor needs printed copies, they can print themselves or utilize WealthVest, (inquire with your wholesaler on printing with WealthVest)
What do I get?
You will receive a password protected PDF branded to your practice that will expire and be unable to be opened after one year. year or if your carrier appointments through WealthVest are discontinued, whichever is earlier. If you wish to continue using said brochure, please reach out to your wholesaler or contact WealthVest at 877-595-9325. For an example of what an advisor branded sales tool looks like click here.