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Marketing Ticketing Submission

Marketing Ticketing Submission

Hi there, please fill out the following questions to complete your marketing ticket.
  • 1
    Please Select
    • Please Select
    • Yes
    • No
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  • 2
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  • 3
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  • 4
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  • 5
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  • 6
    Please Select
    • Please Select
    • Business Card
    • Letterhead or Other Stationery
    • Compliance Submission
    • Existing Marketing Piece Rebrand
    • Custom Marketing Material Request
    • Event/Webinar/Seminar
    • Warehouse Xpress Order
    • Platform Assistance
    • Podcast Assistance
    • Other
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  • 7
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    • Letterhead
    • Envelopes
    • Both
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  • 8
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    • Yes
    • No
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  • 9
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  • 10
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    • CWP
    • MassMutual
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  • 11

    CWP Business Card Templates:

    https://www.canva.com/design/DAHIcILbAf4/rqyKMxlrLlqDRHfGod62ew/view?utm_content=DAHIcILbAf4&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=h45ccd24cea#1 

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  • 12
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  • 13
    All event material needs to be approved by compliance prior to being distributed. This includes vendor pieces, invitations, presentations, flyers, email blasts, etc. We ask that all material is submitted 6-8 weeks in advance to allow enough time to be reviewed, approved, and promoted.
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    Pick a Date
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  • 14
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  • 16
    Drag and drop files here
    Select files to upload
    Max. file size: 10.6MB
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  • 17
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    • Yes
    • No
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  • 18
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    • Yes
    • No
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  • 19
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  • 20
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  • 21
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  • 22
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  • 23
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  • 24
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  • 25
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  • 26
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  • 27
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  • 28
    Please Select
    • Please Select
    • Associate
    • Partner
    • Senior Partner
    • Financial Services Professional
    • Registered Representative
    • Financial Advisor
    • Investment Advisor Representative
    • Financial Planner
    • Administrative Assistant to {Advisor Name}
    • Other
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  • 29
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  • 30
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  • 31
    Please Select
    • Please Select
    • Cell Phone
    • Business Phone
    • Both
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  • 32
    It is highly recommended that you use your Global Relay phone number in place of your direct cell phone number
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  • 33
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  • 34
    Please Select
    • Please Select
    • Employer GWL Flyer
    • Financial Planning Postcard
    • Financial Planning Email
    • Annual Reminder Post Card
    • Introduction Post Card
    • Introduction Email
    • Thank You Client Post Card
    • Referral Post Card
    • End of Year Referral Email
    • Seminar Flyer
    • General Ad Placements
    • Social Media Posts
    • Custom Bio Flyer
    • Electronic Greeting Cards
    • Podcast Script Templates
    • LinkedIn Script Templates
    • Social Media Banner
    • Custom Bio (Leaders Only)
    • Other
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  • 35
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  • 36
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  • 37
    Please Select
    • Please Select
    • Standard Business Card
    • Standard Business Card with QR Code
    • Premium Business Card
    • Premium Business Card with QR Code
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  • 38
    Please Select
    • Please Select
    • MassMutual
    • CWP
    • Both
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  • 39
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    • Please Select
    • Yes
    • No
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  • 40
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    • 250
    • 500
    • 1,000
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  • 41
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    • #10 (Regular Size Business-Size Envelope)
    • 9 x 12
    • 10 x 13
    • Other
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  • 42
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    • Please Select
    • Yes
    • No
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  • 43
    Drag and drop files here
    Select files to upload
    Max. file size: 10.6MB
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  • 44
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  • 45
    • Compensation, commissions, incentives, trips, awards
    • Politics, political figures
    • Competitors by name
    • Stats/figures that cannot be sourced
    • Gender slang (e.g. girls, gals), jargon, acronyms, marketing, or technical speak
    • Private or proprietary information
    • Anything you do not want publicized – if you do not want to see it, do not say it
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  • 46
    Please Select
    • Please Select
    • Spark Leads/Email (please specify below)
    • Hearsay
    • Field Digital Profile Admin
    • Warehouse Xpress
    • Hallmark Connections
    • Canva
    • Mail Chimp
    • Other
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  • 47
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  • 48
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  • 49
    Please Select
    • Please Select
    • Yes
    • No
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  • 50
    Please Select
    • Please Select
    • Article
    • Brochure
    • Letter/Email
    • Mailer/Flyer/Postcard
    • Newsletter
    • Website
    • Other
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  • 51
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    Pick a Date
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  • 52
    Drag and drop files here
    Select files to upload
    Max. file size: 10.6MB
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  • 53
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  • 54
    Intranet
    • Please Select
    • Form Submission
    • Email
    • Phone
    • Web
    • Facebook
    • Twitter
    • Intranet
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  • 55
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  • 56
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  • 57
    New
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    • New
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