Advertising & Marketing

Advertising and Marketing

The Company advertising review submission is based on classification of content.  There are five (5) primary categorizations of advertising and marketing that The Company works from.  Prior approval must be received from The Company before using the subsequent kinds of advertising:

  1. Business overview meetings
    • The advertising submission form must be submitted with each advertising piece.
    • No member affiliated with The Company is allowed to create their own presentations.
    • EVP’s and above are the only agents allowed to mention specific product providers or use logos.
  2. Life insurance
  3. Product provider materials
  4. Sales contests
  5. Particular kinds of product provider insurance contracts

Marketing materials content that does not include references to the above five (5) categorizations does not need to be submitted for approval to The Company.