BOLD is a ready-to-use marketing program that you can use immediately with your business owner clients. Start with your client's state of affairs, ask questions, and outline their goals. Then you design BOLD solutions.
Why start from scratch? Use our ready-made tools
BOLD helps guide business owners to the right solution for the life stage they are in. Whether they’re fully operational focused on attracting and retaining key talent — or whether they are planning for retirement, BOLD has a solution.
Our suite of marketing tools for financial professionals includes questionnaires, client-friendly PDFs, and scripts to help you design a solution for business owners. The BOLD materials and calculators will help your clients take a clear inventory of their life stage and goals and determine their best step forward, with Securian Financial at their side.