Vista Marketing Submission Form

Are you submitting the form on behalf of yourself?

Submitter Name

First NameLast Name

Submitter Email

example@example.com

Who is this Marketing Piece for?

First NameLast Name

Advisor Name

First NameLast Name

MM ID # (AA or AE)

What type of request?

Who is the audience?

Audience If Other:

Has this been previously approved?

Case Number (CRN)

Submission Type

Other Submission Type

Submission Title

Comments for Reviewer

Which Platform do you Need Assistance with?

Name of organization or publication:

Date of Event or Publication

Date

Is the website new or a renewal?

Website URL:

Current/Expired CRN:

Department:

Internal Submission Type

Other Internal Submission Type

Is this a new piece that needs to be created?

Is the piece expired and needs renewal?

Does the piece need to be rebranded?

Current CRN

What is this piece intended for?

Date of Intended First Use

Date

Briefly describe what we can help you with today:

Event Type

Event Date

Date

Event End Date

Date

Event Location

Host Organization

Event Title

Topics to be dicussed

Materials to be distributed

Will there be sweepstakes, drawing, or contest?

Promotions Companion Guide

What is the prize?

What is the value of the prize?

Intended Audience

How will they be invited?

How will it be advertised?

Who will be presenting?

Estimated cost of event:

Estimated cost per person:

Will there be a product sponsor?

Company Name:

Please list all Company Sponsors

Wholesaler Name(s):

Please specify if they will be in attendance, if they will interact with attendees, and if they will provide the presentation

Sponsorship Amounts:

Third Party Sponsor Reminders: Product Sponsors may provide up to $3,000 per year, per Producer, for client events, seminars, and vendor fairs. Sponsors must attend funded events. Product Sponsors offering security products cannot provide funding for Agency locations or detached offices in Massachusetts.

What items will you need on the day of the event?

Expense Amount

Expense Details:

Name of Product Sponsor:

Upload Receipts

Marketing Development Reminders: Marketing Development reimbursement is capped at $1,000 annually, per product sponsor, per Producer. Marketing Development is permitted only for approved prospecting lists, advertising, mailers, continuing education courses, and MMLIS-approved software packages with fund data (such as eMoney or Morningstar).

Upload the following: Invitation, meeting agenda, travel arrangements, and confirmation of registration.

What social media channels are you using?

Designations (e.g., CFP®, ChFC®,etc.):

Office Location:

Other Location

Primary Role/Title

Which phone numbers would you like to include on your business cards and letterhead?

Office/Zoom Phone Number:

Please enter a valid phone number.Format: (000) 000-0000.

Global Relay Number (Calls + Text)

Please enter a valid phone number.Format: (000) 000-0000.

Cell Phone/Home Phone (Calls only):

Please enter a valid phone number.Format: (000) 000-0000.

Fax Number:

Please enter a valid phone number.Format: (000) 000-0000.

AR License #

CA License #

Are you registered?

Type of Business Consulting?

Type of Transition Planning Support?

Type of Teaming Assessment?

Type of Practice Management Support?

File Upload