Marketing & prospecting flyers


There are many ways you can use RightCapital to grow your business. Customize your marketing pieces to help you work with clients and prospects alike. All of our prospecting materials are editable and allow 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.


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? - surfing

 Flexible Image Leads Flyer


Saving for college

Saving for the future

Saving for college - little girl

Saving for college - kids walking

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? Now you can with our editable flyer.

Estate planning checklist flyer

Mobile app

Download the Mobile App flyer here

PowerPoint slides

We've created some slides that you can use to present important planning topics to clients and prospects. Many of these topics also have a webinar you can reference for additional information or a flyer you can use to assist with lead generation.

In order to make these slides most useful to you, feel free to edit any of the wording or branding to meet your needs.

How to win clients by talking about Social Security optimization

Illustrating the value of Tax-Efficient Distribution strategies

You can also visit our Webinar page to review past webinars illustrating the use of these slides and tools.

If you are looking for marketing collaterals to send an advisor, you've come to the right place.