We recenly added Wealth and Trust divisions...our marketing dept. has put together general/generic informational brochures noting that we "offer investment options," "will create an investment portfolio,"invest your assets" etc. Do these general, not product specific, brochures require the "not, not, may" disclaimers? In my research my formal opinion would be yes, but the push back is they are general and it's not required. Help!

I would say yes they do

I agree and I'll add...be careful what is said to prospects.