How to Brand White Papers for Marketing and Full Service Members
On your BEI Home page, click on My Account in the My BEI box. Then click on Account Settings.
Make sure your name appears correctly in the Settings. Complete all information in the Company Information tab, including uploading your company logo. In the Branding Options tab, choose colors and set disclaimers.
Your branded white papers will include a color bar matching your "background color" across the top of the cover page, and your company logo and contact information should appear at the bottom of the cover page. Your disclaimer will be included at the end of the white paper.
These entries will also affect your Advisor Directory profile page and your PDF downloads of archived newsletters from your ExitPlanning.com account.
Ready to download a branded white paper? All you need to do is follow these steps:
- On the BEI Member Center Home Page, click the White Papers option in the Marketing box.
- Find and select the white paper you wish to brand.
- Click Download PDF.
White paper branding is available for Marketing and Full Service BEI Licensed Members. For Planning Advisors who would like to take advantage of this tool, please contact our Support Team at support@exitplanning.com to learn how becoming a Full Service Licensed Member makes this and a myriad of other tools available to your practice.