Skip to content
Sample Content
Bento currently offers 5 powerful programs that allow you to serve all of your clients and prospects comprehensively during Moments That Matter™️.
Sample Content
Sample Materials
Age 50 – Catch-up Contributions (to note, only 10-15% of eligible investors currently avail themselves of this tax-advantaged investing opportunity)
PPT/PDF
For visual learners
- Bullet points and graphs for easy understanding
- Always addressing the “What”, the “Why” and the “How”
- Compliance pre-approved, ready-to-go
- Key sources and disclaimers on final page
- Can be white labeled / branded in your look & feel
Talking Points
For audio learners
- Framing the conversation, and providing you with the key facts / messages to communicate
- Compliance pre-approved, ready-to-use
Emails
For the on-the-go folks
- Crisply summarizing the key points
- You can customize the intro and outro marked in red
- Compliance pre-approved, ready-to-go
Advisor FAQs
IUO
- Internal Use Only, a “back-pocket” resource for advisors
- Helps you to quickly get up to speed on the topic at hand
- Simple FAQ style
- Subject Matter Experts indicate the underlying tax code / key laws & regs in here, so you can back-trace what the advice is based on
Inventore Veritatis Et Quasi Architecto Beatae Vitae?
Consequ Untur Magni Dolores Eos Voluptatem Sequin?
Inventore Veritatis Et Quasi Architecto Beatae Vitae?
Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit.
Consequ Untur Magni Dolores Eos Voluptatem Sequin?
Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit.
