2013 Partner Levels and A la Carte Options
Each level of our Partner program is designed to offer quality exposure to wealth management and trust professionals. Utilize inclusive, annual Partnership to:
- Maximize your marketing dollars
- Gain yearlong recognition and visibility
- Create and maintain name recognition and customer loyalty
Platinum (valued up to $18,000)
Gold (valued up to $11,000)
Silver (valued up to $6,000)
Bronze (valued up to $2,500)
Click on the Partner Levels for more details and registration
| Benefits | Platinum $9,500 |
Gold $5,750 |
Silver $3,500 |
Bronze $1,500 |
Exhibit Pkg $1,750 |
| Sponsorship of one (1) major event function | √ |
√ | |||
| One (1) company logo placement on choice of high-visibility promotional item | √ Priority |
√ | |||
| Exhibit booth at Annual Conference | √ Priority |
√ | √ | √ | |
| Complimentary Conference registration | 3 | 2 | 1 | ||
| Food and beverage registration(s) | 3 | 2 | 1 | 1 | |
| Golf Tournament Contest Hole Sponsorship | √ | ||||
| Golf Tournament Hole Sponsorship | √ | √ | |||
| Golf Tournament registration(s) | 3 | 2 | 1 | ||
| Sponsorship of one (1) seminar | √ | √ | √ | √ | |
| Discounted additional seminar sponsorships | √ | √ | √ | √ | |
| Partner ribbons at each sponsored event | √ | √ | √ | √ | |
| Monthly recognition in industry newsletter | √ | √ | √ | √ | |
| Advertisement in monthly industry newsletter | 2 | 1 | |||
| Year-round online recognition on Associate Member, Sponsor & Annual Conference pages | √ | √ | √ | √ | |
| Rights to WM&T logo, subject to terms | √ | √ | √ | √ | |
| Listing in online Buyer’s Guide | √ | √ | √ | √ | |
| Listing in Redbook | √ | √ | √ | √ | |
| Featured partner recognition in Buyer’s Guide | √ | √ | |||
| Associate Membership | √ | √ | √ | √ |
A la Carte Options
Whether you are a Partner seeking upgrades or an industry supporter seeking a menu of additional options, the following items are available, too! Don't see what you're seeking or want to suggest additional possibilities? Let us know!
- Conference Welcome Treat — $1,750
- Conference Beverage Cart — $1,000
- Conference Golf Contest Hole — $1,000
- Conference Golf Boxed Lunches — $1,000
- Conference Mailing labels — $250
- Conference tote bag insert — $350
- Conference Full Registration — $900
- Conference Food & Beverage Registration — $300
- Conference Golf Registration — $175
- Special Needs Trust Conference — $1,000 Partners ONLY
- Trust School Pizza Lunch — $1,000
- Advanced Trust Forum Breakfast — $1,000
- Seminar Sponsorship — $500 Partners / $1,000 Non Partners
- Program Ad for Seminar — $1,000
- Seminar Luncheon — $1,000
- Ad in Monthly Newsletter — $500
- Associate Membership — $750
 |  |
