Welcome to the Golden State Resource Hub.

This page is for Golden State affiliated advisors to access Marketing and/or Compliance materials.

Compliance Resources

Please be sure to select the correct documents for your affiliation. If you need assistance with documents, please contact Patrick Catone or Jill Schindler via email.

Marketing Resources

All marketing material on this page is available for custom white-labeling. If you cannot find what you are looking for, please let us know. Click on each flyer to open in a new window. When you are ready to order, please use the order form at the bottom of the page. While these materials have undergone the compliance process, they must be submitted for post-use approval through Advyzon or ART. If you have any questions, please email carissa.pierce@teamgoldenstate.com

General Marketing

Financial Checkup

View Flyer pdf

General Marketing

Capabilities Brochure

View Brochure pdf

Insurance

Long Term Care

View Flyer pdf

Insurance

Life Insurance: Is it right for me?

View Flyer pdf

Insurance

Kai Zen Strategy

View Flyer pdf

Insurance

Insurance Checklist 

View Flyer pdf

StarPoint

Investment Journey

View Brochure pdf

StarPoint

ETF All Levels

View Flyer pdf

StarPoint

Mutual Funds All Levels

View Flyer pdf

StarPoint

Dividend Growth Advantage

View Flyer pdf

ESG Level 1

Values-Based Flyer

View Flyer pdf

StarPoint

Tactical Momentum Flyer

View Flyer pdf

General Marketing

Roth vs Traditional IRA Brochure

View Flyer pdf

Branding

Bio Page

View Flyer pdf

Social Media Resources

Contact

 

201 E Sandpointe, Suite 460
South Coast Metro, CA 92707  |  866-273-1563

Contact

 

201 E Sandpointe, Suite 460 South Coast Metro, CA 92707  |  866-273-1563

General Inquiries:     contact@teamgoldenstate.com

¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.