Literature Guide

Kit Builder Tool

Create your own custom kits for your advisors. Just choose a container, your literature, and what order you want them in. Then search for advisors or upload a list from SalesPage. You can save your kits to use again later.

Click here to access Kit Builder

How to place an order

Go to the SalesPage Literature Tab and click the white "+" sign on the top right side. A separate browser window will appear, which takes you to the order site.

All of the relevant details about the FA are passed to the site, which makes the process faster for you!

Please make sure you set up your own office address in your user profile. (Click Change Contact Information). Without a sender address, it will not work. Note: ML Sales users (FAIC) must go to the US Advisor View to do this since the profiles are not available on FAIC.

How to subscribe

Go to the SalesPage Comm Preferences tab and check the desired boxes in the Marketing Subscription Preferences section.

Types of subscriptions available include:

- Market Insights Weekly: weekly digest; includes Russ Koesterich’s commentary, the Weekly BlackRock Answers video, and the latest thought leadership

- Market Insights Monthly: monthly digest of the highest impact thought leadership; includes BII articles, Peter Hayes & Jeff Rosenbergs’ monthly commentaries & the Investment Directions

- Models Portfolios: quarterly digest of Model Portfolio tactical updates

- Investment Strategies: quarterly digest; including content & products about the 3 key sales themes

- Client ready resources: Ad hoc (no more than quarterly); includes tools, conversation starts & business builders.

Click here for more information on creating subscriptions on behalf of advisors