Marketing Compliance Guidelines

2024 Ethos Marketing Compliance Guidelines

General Guidelines

B Submit for approval ALL printed and digital material that includes the Ethos name, logo, and is intended to generate interest in Ethos and our products and services, including but not limited to printed material, websites, social media content, radio scripts, and TV advertising, direct mail, signs, and sales presentations-

B Materials must be approved before use. Approved material is good for one year. After that, resubmit for subsequent approval-

B First reference to Ethos should include our full legal or d/b/a name. Afterwards, “Ethos” is okay to use-

B Reference the appropriate insurance carrier for Ethos products. Do not refer to Ethos as an insurance company; Ethos is an agency and third-party administrator-

DO

B Use the form number and all disclosure language provided by Legal & Compliance. Do not edit, alter, or amend-

B Statistics must be accurate & current - no older than 2-years old, and always reference the source. Stats from government sources may be used without permission. Stats from private organizations require permission to use-

B Be clear the intent is to sell insurance-

B All statements should be truthful and not misleading by fact or by implication. Content of the material should be accurate, complete, and clear to avoid deception.

B Do not use the words “affordable”, “low cost” or “inexpensive” unless the fact can be substantiated. Do not use “free,” “no cost,” “without cost,” “no additional cost,” “at no extra cost,” or similar words unless true- B Do not use the Ethos or carrier logo or any other graphics we have developed (including graphics on our website) without prior approval. Do not alter or amend our logos in any way, including color, size, shape, or content-

DON'T

B Once approved, do not alter or amend approved material-

B Do not infer a connection between Ethos or any carrier and its products or services to any agency of a municipal, state, or the federal government.

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