
featured campaigns

NEW! Her Life, Her Financial Future Campaign Guide & Kit
Interested in promoting, “Her Life Her Financial Future”, which is among one of our top three featured campaigns? Download your comprehensive guide below along with the campaign kit link to files for all campaign-related content referenced in our guide – exclusive to Financial Resources Group!
Institution-Based Advisors
Independent Advisors
Art files are provided if you are working with an outside marketing department/firm, otherwise, please complete the below forms for assistance with customization from our marketing team.
TO REQUEST CUSTOMIZATION OF THIS CAMPAIGN IN MULTIPLE FORMATS, PLEASE COMPLETE OUR REQUEST FORM.
Note: To also request customization for the “25 Documents You Need Now” checklist, please complete our REQUEST FORM.

NEW! Maximizing Your Retirement Income Campaign Guide & Kit
Interested in promoting, “Maximizing Your Retirement Income”, which is among one of our top three featured campaigns? Download your comprehensive guide below along with the campaign kit link to files for all campaign-related content referenced in our guide – exclusive to Financial Resources Group!
Institution-Based Advisors
Independent Advisors
Art files are provided if you are working with an outside marketing department/firm, otherwise, please complete the below forms for assistance with customization from our marketing team.
TO REQUEST CUSTOMIZATION OF THIS CAMPAIGN IN MULTIPLE FORMATS, PLEASE COMPLETE OUR REQUEST FORM.

NEW! Make Financial Planning a Family Matter Campaign Kit & Guide
Interested in promoting, “Make Financial Planning a Family Matter”, which is among one of our top three featured campaigns? Download your comprehensive guide below along with the campaign kit zip file for all campaign-related content referenced in our guide – exclusive to Financial Resources Group!
Institution-Based Advisors
Independent Advisors
Art files are provided if you are working with an outside marketing department/firm, otherwise, please complete the below forms for assistance with customization from our marketing team.
TO REQUEST CUSTOMIZATION OF THIS CAMPAIGN IN MULTIPLE FORMATS, PLEASE COMPLETE OUR REQUEST FORM.
Note: To also request customization for:
“25 Documents You Need Now” checklist, please complete our REQUEST FORM.
“Wealth Transfer Guide”, please complete our REQUEST FORM.
Questions or Need Assistance?
Contact marketing@lplatfrg.com!