Translations

We can provide accurate, user-friendly, Spanish translations (written in conversational Spanish) or objective, third-party reviews of your current materials for accuracy and content.

Targeted content and print materials

Our off-the-shelf content is ready to use and can be accessed from the Web or via PDF files to be incorporated into your materials. We can also provide the following:

• Education and enrollment booklet in PDF format, ready for printing
• Power Point presentations for employee meetings
• Content to promote specific financial products and services

Please see a sample of our bilingual content by going to our Program Demo. You can easily switch from English to Spanish at any point by using the top menus.

Bilingual enrollment meetings

The meetings and presentations are delivered by people who are experienced in the Hispanic culture, education, financial products, and employee benefits. The nationwide network -including Hawaii, Alaska, and Puerto Rico- ensures that your meetings are staffed by professionals where-ever you may need them.

Targeted Web content and bilingual, interactive Web tutorial software

Our powerful, off-the-shelf Web content, as well as our Web site, can be customized with your company information. Here are some features of our program:

• Easy, user-friendly navigation
• Creative charts and graphs that make it easy to grasp financial concepts
• Quick loading time
• Glossary of financial terms
• Interactive risk assessment questionnaire
• Interactive calculator
• Optimized asset allocation models
• Regulatory updates and software upgrades
• Server-independent software, available by download or CD and able to be used on- or off-line or without a browser
• On-site training and demonstrations
• Technical support

By licensing the software, you can use the content for all your communication needs as well as in your marketing and sales efforts-the license is non-exclusive and non-transferable.

Web site

The annual subscription includes hosting, administration, regulatory updates, upgrades, content development, technical support, and tracking tools to measure use. We can host the Web content and create a password-protected link to the program or create a customized link with your company information.

How much does it cost?

Cost depends on the strategy and your budget, but your firm saves money by not having to find and hire a group of experts, as well as on development costs and maintenance. We can provide a price list at your request. In general, our pricing follows these guidelines:

• Consultant and training services are charged per-hour or per-course
• Translations and content development are based on the scope of the work
• Print and Web products are competitively priced
• Bilingual meetings are based on the number of hours of the presentation along with the amount of time that the presenter must be away from the base of operation plus expenses.

Test drive our program

You can test drive our fun and creative program using our online demo. The demo contains parts of the program and gives you a good overview of the content. Please take a moment to review it - enjoy the tour!