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Getting Started
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Introducing Change to Your Clients
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Launch
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Growing Your Firm
- Sales Enablement Email Templates and Tips To Attract Prospects
- Rapid Write-Up Package Service Template
- Firm Fact Sheet Template
- Social Media Guidelines/ tips and tricks
- Social Posting Calendar (June-December 2023)
- Write as a Thought Leader
- Marketing Plan Template
- Sales Sheet Template
- Media Kit
- FREE Stock Images
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Industry Specialties
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Ask the Experts
Getting Started
INTRODUCING CHANGE TO YOUR CLIENTS
Third-Party Disclosure Statement Example
***THIS TEMPLATE IS AN EXAMPLE AND SHOULD BE THOROUGHLY REVIEWED AND APPROVED BY YOUR INSURANCE PROVIDER BEFORE PUTTING INTO USE***
Third-Party Disclosure and the use of Third Party Services Unless you indicate otherwise, you consent to and authorize our firm to transmit confidential information that you provide to us to third parties in order to facilitate delivering our services to you. Examples of such transmissions may include, but are not limited to, the access to your contact information by members of our team (independent contractors such as consultants, administrative assistants, or third party developers), transfer of accounting information and other data files via the internet, online back-up services, web site developer and hosting services (for newsletter and order processing), or a credit card processing company. We only work with established companies that we believe to be reputable and that have demonstrated their commitment to safeguarding your data. As the paid provider of professional services, our firm remains responsible for exercising reasonable care in providing such services, and our work product will be subjected to our firm's customary quality control procedures. Please feel free to inquire if you would like additional information regarding the transmission of confidential information to entities outside the firm.
Social Media Guide
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If you're not already a social media guru, diving in can be daunting. We've put together this helpful guide on best practices, as well as how to get your social media efforts organized, and launched quickly!