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Finding content

Finding content in the MarketingLibrary
MarketingLibrary has a search tool that enables you to search our content.

  • Once you are logged in, find the "Search Messages" feature in the upper left of the screen. 
  • Enter the keyword that best describes the message you are looking for and then click on the "Search" button.
  • Choose from the search results and click on the title or “View” to read the content.


Tips for searching the Marketing Library:

  • It's often best to start with a broad search term. (Ex: "retirement")
  • You can narrow results with expanded keywords or phrases (Ex: If "IRA" brings too many results, try another search with a more specific term, like "stretch IRA.")
  • Attempt variations on the keyword (Ex: If a search for "referrals" brings few results, try "referral" instead.)



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