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
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Savings
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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.
