Referral Guide Booklet — Asset Suite

This referral guide was created as a value add guide for financial professionals. It detailed how to effectively drum up referrals and be an asset to clients. Security Benefit’s value add materials provide a secondary touch point with financial professionals and establish the brand as an expert source. This piece was executed in both booklet and PowerPoint format, to create a suite of assets for Security Benefit’s sales team to present to financial professionals. The assets walked the user through an illustrative journey up the “mountain” of ways to establish a well rounded client base. The booklet also functioned as a goal tracking notebook to encourage the user to keep the booklet, and Security Benefit, front of mind.