Dear Advisor,

As part of our dedication to support you in executing your commitments to your clients and achieving your professional goals, I am elated to introduce you to Simplicity’s newest exclusive offering: AssetLock^® Personal.

AssetLock^® Personal is a FREE retirement account monitoring and communication tool that can be used to keep your clients and prospects informed about the status of their retirement accounts – while providing you with a platform to...

• Generate referrals and identify referral sources
• Engage clients and prospects through a customizable AssetLock^® app
• Post information about your business, upcoming events, and financial news
• Receive client communications with ease
• Track retirement assets for future income planning discussions
• Showcase your complete menu of service offerings
• And so much more!

AssetLock^® Personal also comes with a hefty support package including...

• AssetLock^®-Equipped Advisor badge
• Customizable AssetLock^® app
• Sales training and marketing resources
• Lead generation strategies
• Brochures
• Marketing slicks
• Workshop presentations
• Website copy
• Media materials
• Client and prospect letter templates
• Webinar sales training
• Account operation training and resources
• Access to the AssetLock^® Support Team
• And access to newly developed marketing materials released throughout the year!

Want to see how AssetLock^® has already transformed advisors’ businesses? Select the video link below to learn more.

If you would like more information about AssetLock^® Personal and how you can get started, please contact me at or jeremy@wealthwisepartners.com

AssetLock^® Personal helps advisors in the following ways...

1. Advances the Advisor-Client Relationship
2. Tracks Un-Tapped Retirement Assets
3. Provides New Target Market
4. Boosts Referrals & Provides Referral Tracking
5. Generates Leads

Advances Advisor-Client and Advisor-Prospect Relationship
As an AssetLock^® Equipped Advisor, you will have a free service offering that allows clients and prospects to monitor their company sponsored retirement plans and set a predetermined downside alert.

AssetLock^® Personal will help you streamline client and prospect communication as it automatically provides account updates to you and the account holder. This alert feature keeps you and your clients and prospects informed about the progression of their retirement accounts and will notify you and the client or prospect when it might be time to discuss making a change with their plan administrator.

Additionally, through the AssetLock^® App, clients and prospects will have easy access to your contact information and can even contact you (and your staff) directly through the App. The App also gives you a mobile platform to post information about your upcoming events, company news, service offerings, and more!

Tracks Un-Tapped Retirement Assets
AssetLock^® Personal gives the you the ability to track un-tapped retirement assets in company sponsored retirement plans, and the opportunity to start the retirement-income planning conversation when your client or prospect approaches their retirement years.

Provides New Target Market
With AssetLock^® Personal, you have a reason to market to a new target audience that includes any company, organization, or institution that offers a 401(k), 403(b), 457(b), or TSP plan to their employees.

Boosts Referrals & Provides Referral Tracking
Through the AssetLock^® App, referrals are top of mind for clients and prospects with the featured Share | Refer home-page button. Through this button, clients and prospects can instantly share the App (linking you to the prospect), as well as, submit referrals to you! Once a referral has been made, you will receive a referral notification via email and text, and the referred party’s information will be added to your AssetLock^® account. AssetLock^® will then automatically send the referrer a "Thank You" email. AssetLock^® Personal will then track which clients are referring you, and how often.

Generates Leads
As an AssetLock^®-Equipped Advisor, you will receive a custom Advisor Code. This Code is the mechanism that links your clients and prospects to your organization. The Advisor Code can be used in a multitude of ways to generate leads through the AssetLock^® App and measure the effectiveness of your marketing efforts. All the prospect has to do is download the App (they don’t even have to sync their retirement account), once downloaded and accessed, you will receive their email for future marketing efforts!

AssetLock^® Personal helps advisors in the following ways...

1. Advances the Advisor-Client Relationship
2. Tracks Un-Tapped Retirement Assets
3. Provides New Target Market
4. Boosts Referrals & Provides Referral Tracking
5. Generates Leads

Advances Advisor-Client and Advisor-Prospect Relationship
As an AssetLock^® Equipped Advisor, you will have a free service offering that allows clients and prospects to monitor their company sponsored retirement plans and set a predetermined downside alert.

AssetLock^® Personal will help you streamline client and prospect communication as it automatically provides account updates to you and the account holder. This alert feature keeps you and your clients and prospects informed about the progression of their retirement accounts and will notify you and the client or prospect when it might be time to discuss making a change with their plan administrator.

Additionally, through the AssetLock^® App, clients and prospects will have easy access to your contact information and can even contact you (and your staff) directly through the App. The App also gives you a mobile platform to post information about your upcoming events, company news, service offerings, and more!

Tracks Un-Tapped Retirement Assets
AssetLock^® Personal gives the you the ability to track un-tapped retirement assets in company sponsored retirement plans, and the opportunity to start the retirement-income planning conversation when your client or prospect approaches their retirement years.

Provides New Target Market
With AssetLock^® Personal, you have a reason to market to a new target audience that includes any company, organization, or institution that offers a 401(k), 403(b), 457(b), or TSP plan to their employees.

Boosts Referrals & Provides Referral Tracking
Through the AssetLock^® App, referrals are top of mind for clients and prospects with the featured Share | Refer home-page button. Through this button, clients and prospects can instantly share the App (linking you to the prospect), as well as, submit referrals to you! Once a referral has been made, you will receive a referral notification via email and text, and the referred party’s information will be added to your AssetLock^® account. AssetLock^® will then automatically send the referrer a "Thank You" email. AssetLock^® Personal will then track which clients are referring you, and how often.

Generates Leads
As an AssetLock^®-Equipped Advisor, you will receive a custom Advisor Code. This Code is the mechanism that links your clients and prospects to your organization. The Advisor Code can be used in a multitude of ways to generate leads through the AssetLock^® App and measure the effectiveness of your marketing efforts. All the prospect has to do is download the App (they don’t even have to sync their retirement account), once downloaded and accessed, you will receive their email for future marketing efforts!

TAILORED TO YOUR ORGANIZATION
The AssetLock^® App will be customized with your logo, photo and bio, staff photos and bios (if applicable), services, and more – making it a seamless brand experience for your clients and prospects on the new mobile app!

TEXT-TO-DOWNLOAD
It’s so Simple. You will have the ability to text and email your custom link and advisor code to a client or prospect. The link will connect the prospective app users to your landing page with your contact information and direct links to download the app in the Apple App Store and the Google Play Store. Once downloaded, the user will register with your advisor code to gain access to the app and link their account to yours.

ACCOUNT ALERT NOTIFICATIONS
Account Alert Notifications keep your prospects and clients informed about their accounts while it gives you the opportunity to do what you do best: close new business.

ADVISOR CODE
The Advisor Code allows you to market your custom link during a workshop, television or radio ad, on a billboard, and via social media (to the masses) giving you a straightforward way to market and generate direct leads in return.

REFERRAL TRACKING
Referral Tracking allows you to not only track which prospects are signing up, but also which app users are referring the business to you. The contact information provided by the referrer is stored, allowing you to follow up with the referral. The referral page also tracks how the user has registered using the email address and/or phone number provided.

ONE-STOP-SHOP
Your prospects and clients will enjoy the simplicity and convenience of having their AssetLock^® monitored accounts and other financial information in one place through your app.

RECEIVE REFERRALS WITH EASE
Gone are the days of asking for referrals! Now your clients will have access to the Share | Refer feature that allows them to easily share AssetLock^® Personal and the App by sending a personalized text or email referral through the app. Once the referral has been sent, a “Thank You” email automatically goes to the referring client, thanking them. A text and email will also be sent to you with details about the referral, which are also tracked as mentioned above.

TOP-NOTCH SECURITY
AssetLock^® partnered with Morningstar ByAllAccounts to help ensure that your app users’ data is secured and protected.

MOBILITY & ENGAGEMENT
The AssetLock^® App gives your organization the opportunity to engage your clients and prospects at any time, and any place their mobile device has an Internet connection. This will allow you to cultivate brand awareness and loyalty as a trusted financial resource and organization.