Fact Finder + Risk Tolerance Questionnaire
We’re excited to announce two new additions to CoBrand on Demand — your go-to system for creating personalized, pre-approved marketing materials with ease and efficiency.
The new Client Fact Finder and Risk Tolerance Questionnaire are designed to help you deepen client relationships and support your discovery and planning conversations. Both pieces are now available for customization through CoBrand on Demand.
With just a few clicks, you can personalize each piece with your:
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Name and professional designations
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Logo and agency name
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Address, phone number, and email
How to Access CoBrand on Demand
Get access by logging into the agent portal at NationalLife.com and clock on the CoBrand On Demand button on the right-hand side of the home page under ‘Tools”, as seen in the screenshot below.
Once in CoBrand, you can search for these two marketing pieces one of two ways:
- By their catalog numbers:
- ESI Client Fact Finder Cat# 108587
- ESI Risk Tolerance Client Questionnaire Cat# 108588
2. By Marketing Type:
- Material Type – Seach for Flyer, and
- Category – ESI
Why use CoBrand on Demand?
CoBrand on Demand makes marketing simple. It streamlines your workflow, saves time, and eliminates design and compliance hassles — all while maintaining a professional look and feel. You’ll get high-quality, branded materials quickly and cost-effectively, helping you stay focused on what matters most: your clients.
Learn more about using CoBrand on Demand, click here.
Visit CoBrand on Demand today to create and download your personalized Fact Finder and Risk Tolerance Questionnaire.
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