PEP Partner Resources
All the pieces below are customizable. We would be happy to add your logo and brand colors to any piece. Or if you prefer to customize a piece yourself, we can provide the InDesign file. Flip through the PEP Marketing Plan for Advisors and TPAs presentation for more on the ways we can support your PEP business beyond the collateral provided here.
Please email [email protected] or reach out to your account contact with your request.
Collateral
Presentations
What’s Your PEP Strategy?
Jeff Atwell, Senior VP of Fiduciary Services, and Brian Lenz, Chief Sales Officer, recently sat down to outline the various entry points into PEPs and the broad flexibility available within the PEP landscape.
