AI Compliance

Many financial advisors are seeing an increase in AI-generated content as part of their marketing process. While AI can be a helpful tool, it’s important to ensure all messaging meets compliance standards.

We embrace the use of AI and understand its value in generating ideas and content. At the same time, all assets we produce have already been reviewed and approved based on industry standards.

If you’re submitting AI-generated edits or requests:

• Please review them carefully for accuracy

• We encourage submitting your campaign with a previously approved campaign into AI (eg. previous Tax campaign with current Tax campaign)

• Most approved campaigns are good for up to two years

This helps avoid delays and ensures a smooth process.

Because our assets are pre-approved, major changes—especially those involving new or AI-generated messaging—may require additional review and production work.

As a result, significant revisions may incur an added fee.

If you’d like to request changes, send them to our support team for review. We’ll help determine what’s possible and outline any next steps or associated costs.