Corporate Programs


Lightbulb On Demand booklets are innovative, highly distinctive marketing tools that help motivate your advisers and representatives and spur client activity.

As a parent organization, you can provide controlled access to independent financial advisers or your own representatives and agents through a specially branded site. Lightbulb will work with your adviser services and compliance groups to create a site custom-tailored exclusively for your representatives.

Branding


The booklets can be co-branded with your organization's name and logo, tagline, or campaign slogan. Lightbulb will work with your brand managers to ensure adherence to your identity guidelines.

Choice of Booklets


You can determine which booklets to make available to your representatives, the type of customization that is permissible, and the specific disclaimer information that must appear in each guide.

Compliance Reviews


Lightbulb will provide PDFs or printed copies of any requested booklet for your compliance officer to review. Based on compliance comments, Lightbulb will make textual changes to the content and add required disclaimers on the inside front cover. Lightbulb will also make changes in response to comments in FINRA review letters.

Payment Options


You can have your representatives pay for the booklets they order by credit card or you can pay for the orders, with a limit on quantities, and Lightbulb will invoice you for the purchases.

You can also split the purchase price. For example, you may decide to subsidize a portion of the price, or subsidize the initial order, after which individual representatives assume the full payment.

Plug-and-Play Application


You can easily provide access to Lightbulb On Demand from your existing adviser platform without any special programming requirements.