INCAPITAL

For Woodbury Financial Services use only.

Market-Linked Products
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Welcome!

 

As we continue to partner with Advisor Group to increase awareness of Market-Linked Products, Incapital is here to best equip you with the necessary tools to help you grow your business. This portal provides quick and easy access to:

Product Offerings

Education Center

Marketing Materials

Offerings

Education

Resources


Highlights

MLP Spectrum Video

NEW! Client-Friendly Market-Linked Product Spectrum Video

If your clients are looking for risk management solutions with defined outcomes, then the Market-Linked Products Spectrum video may be a good tool to introduce to your clients and/or prospects.

 

Watch Now


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WEBINAR REPLAY

In case you missed the recent educational webinar on Market-Linked Protection, click here to view it now.          


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How to Access Structured Products Information

Review this short tutorial on navigating to the Incapital website, SIMON, and the SIMON Learning Center.

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Review Frequently Asked Questions

Review these Frequently Asked Questions about Important Structured Product Topics

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Quiz

IMPORTANT: Training Certification Requirements on SIMON

Before you enter any new indication of interest (IOI), you must be complete educational certification on SIMON.

View Training Requirements



Past Offerings Document Search


Enter a CUSIP to search for past offering documents.

OR    

Firm Guidelines & Disclosures

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REMINDER: ADVISORS ARE REQUIRED TO SEND CLIENTS A FINAL PROSPECTUS

You may download the final prospectus from SIMON (once it is available post issuance date) and send it to clients electronically.
For assistance, contact SIMON at hello@simonmarkets.com or +1-877-31-SIMON (74666).

 

About Incapital

Incapital WMS

Founded in 1999 by Tom Ricketts, our Chairman as well as the Executive Chairman of the Chicago Cubs, Incapital is a premier distributor and industry-leading educator of Market-Linked Products serviced by a dedicated team of 50+ investment professionals. The firm has been recognized numerous times with awards from mtn-i, Structured Products, and Structured Retail Products for its ground-breaking products, distribution and education.

Contact Incapital

Click here to schedule an appointment with your wholesaler

Sales Desk (888) 849-5732

advisorsupport@incapital.com

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