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TPA Partner Program Marketing Material

TPA Partner Program Marketing Request Form

Thank you for partnering with Advantage to offer your clients the best in payroll/401(k) integration that the industry has to offer. Below you will find sample marketing pieces we can customize for you to promote the partnership to your clients and Financial Advisors.

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Please select the pieces you would like customized and fill out the request form below.

Co-branded Flyer Announcing Partnership to Clients

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Co-branded Flyer with Products & Services

CobrandedFlyer2

ADP/Paychex Client Marketing

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Year-End Census Flyer

Year-End Census Flyer

Year-End Census Postcard

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401(k) Submission Postcard

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Your Name (required)

Company (required)

Email (required)

Phone (required)

Comments

Include any additional information or commentary for your order. If you have questions please email them to Agatha@liadvantage.com.

Submit your logo


Download the items below as needed:

VOYA Pay With Ease

VOYAthumb Click here to download the VOYA Pay With Ease Flyer

Partnership Introduction Letter to Clients

Click to Expand Click here to download the Partnership Introduction Letter to Clients

Follow Up Letter to Clients

ClientFollowUpthumb Click here to download the Follow Up Letter to Clients

VOYA Email to Clients

http://www.liadvantage.com/wp-content/uploads/2015/05/VOYALetter.jpgClick here to download the VOYA Email to Clients

Email to Advisors

http://www.liadvantage.com/wp-content/uploads/2015/05/VOYALetter.jpg Click here to download the Email to Advisors

Email Signatures

EmailSignaturesthumb Click here to download the Email Signature suggestions

Phone Hold Message

EmailSignaturesthumb Click here to download Phone Hold Message suggestions

Newsletter Blurb

EmailSignaturesthumb Click here to download a suggested blurb for your newsletter

Year-End Email

EmailSignaturesthumb Click here to download the Year-End Email suggested text


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