Our Compliance Team will help you submit materials for review.
The sooner you get it in, the better! It takes 45 days minimum.
What types of materials?
Anything that meets the definition of “marketing.” So this could be tv commercials, YouTube/Social Media video ads, printed mail, billboards, letters…anything that is marketing plan information.
What is the process?
You will upload marketing materials in The Broker Link.
Upload Materials Here →
Each material will need its own SMID. To make this easier, we’ve developed a free SMID generator.