Advertising Guidelines

Advertising Overview

Definition:  Advertising is a form of communication for marketing and used to encourage, persuade, or influence an audience (viewers, readers or listeners; including groups) to continue or take some new action.

In addition to the following guidelines, you may refer to The Company Branding Manual for additional information on how to represent The Company, through the use of logos, signage, communication, co-brands, etc.

Advertising includes, but is not restricted to:

  • Any agendas
  • Content on billboards
  • Any books and or brochures
  • Checklists
  • Any co-branded business cards
  • Flyers
  • Invitations
  • Magazine ads and or articles
  • Newspaper ads and/or articles
  • Posters
  • Presentations (BOMs)
  • Prospecting letters or emails sent to more than 25 individuals in a 25-day period
  • Product provider materials
  • Radio ads and/or shows
  • Recruiting ads and/or materials
  • Sales contests
  • Seminar handouts, presentations and invitations
  • Signs (including all billboards and/or electronic bulletin boards)
  • Surveys
  • Television ads and/or shows
  • Training materials
  • Videos
  • Website postings/social media (Facebook, LinkedIn, MySpace, Twitter, etc.)
    • Approved: Facebook, LinkedIn, Monster, MySpace, Plaxo, Twitter, YouTube
    • Not approved: Angie’s list, Craigslist, Google plus, Yelp


It is important that you communicate with your clients (and prospective clients) in a truthful and accurate manner regarding any products or services that you may be discussing, recommending, or otherwise “soliciting.”  The words, actions, and presentation materials that you use help clients make informed buying decisions.  The Company requires agents to obtain marketing approval prior to using material(s) for advertising purposes unless it has been expressly marked as being pre-approved.