Marketing & Prospecting Flyers

Overview

There are many ways you can use RightCapital to grow your business. You can customize your marketing pieces to help you work with clients and prospects. Our prospecting materials are editable, and we would like you to include your logo, contact information, and disclosure to meet your firm's needs.

Looking for a way to start a conversation with prospects? Try one of our various flyers geared toward different audiences.

Retirement

Are you ready for retirement? - individual male

Are you ready for retirement? - individual woman

Are you ready for retirement? - couple (version 1)

Are you ready for retirement? - couple (version 2)

Are you ready for retirement? - couple (version 3)

Flexible Image Leads Flyer

Savings

Saving for college

Saving for the future

Saving for college (version 2)

Saving for college (version 3)

Social Security

Do you have clients or prospects deciding when to take social security? Utilize our Social Security conversation starter:

Not sure when to start taking Social Security? - couple

Tax Efficient Distribution

Value of a Tax-Efficient Distribution

Estate Planning

Love the checklist on the RightCapital platform? Want to be able to use it with prospects? You can start with our editable flyer now.

Estate planning checklist flyer

Mobile App

Download the Mobile App Flyer here.

Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!