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Invest Aims Campaign At Advisors

By Staff Writer

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Invest Financial Corp. is offering financial advisors tools for uncovering more sales opportunities.

The company’s “Think Outside Your Box” campaign for independent advisors and the company’s “Think Outside the Bank” campaign for bank-based advisors provide guidance on building a customer base, improving client communication, broadening services and standing out from the competition.

The campaigns include samples of client letters, brochures, presentations and other vehicles for generating new sources of revenue.

One of the strategies suggested by Invest, a division of Jackson National Life Insurance Company., Lansing, Mich., is to create a strategic alliance with a bank or credit union and then to identify and capture client assets held outside the institution.