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    Routine Annual Review Letter (CH) 例行年度回顧信（中文）
    Encourages the client to set up an annual review meeting with their advisor. 鼓勵客戶與顧問做年度回顧會議。
    New Practice Announcement (CH) 新實踐公告（中文）
    Introduces the new advisor to existing clients and/or prospects. 介紹新顧問給現有和/或潛在客戶。
    Contact Us (CH) 聯絡我們（中文）
    A letter to send to clients the advisor has been unsuccessful at contacting. 發送給未能成功聯繫的客戶信函。
    Annual Review Letter/Recently Reassigned/No Prior Contact (CH) 年度回顧信/最近重新分配/無先前聯繫（中文）
    A dual-language letter template encouraging recently reassigned clients with whom the advisor has had no prior contact to review their information. 鼓勵新分配及未聯繫的客戶與顧問審查資料的雙語信件模板。
    Target Market One-Sheeter: Newlyweds (CH)
    A compliance-ready, translated piece that encourages newlyweds to work with an advisor following this financially significant milestone
    Target Market One-Sheeter: New House (CH)
    A compliance-ready, translated piece that encourages new homeowners to work with an advisor following this financially significant milestone.
    Target Market One-Sheeter: New Baby (CH)
    A compliance-ready, translated piece encourages new parents to contact an advisor following this financially significant milestone.
    Target Market One-Sheeter: Family Business (CH)
    A compliance-ready, translated piece encourages employees of a family business to work with an advisor on their company's unique financial needs.
    Client Service Models (CH)
    A tool for advisors to help clients understand various levels of engagement available to choose from.