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About Liberty

Liberty Publishing, Inc., is a full service company that produces the highest quality print, electronic content, and communication tools designed to enhance the marketing strategies of financial service and insurance professionals, and many of the nation's major financial institutions.

Recognized as the industry leader, Liberty has earned the accolades of major financial industry publications and associations—for its client and prospect newsletters,e-newsletters, booklets, brochures, and tax guides as well as other financial publications.

More About Liberty

Our History

In the arena of insurance and financial services, there are two facts that are ever present: Clients have a "need to know" and financial service and insurance professionals have a need to be the source of that knowledge.

Jeff RosenThose two challenges faced M. Jeffrey Rosen, CLU, ChFC more than 25 years ago. As a practicing financial service professional, Jeff's situation was all too common. Jeff needed to develop his identity in his target markets in order to attract and retain new and existing clients, cultivate loyal, long-term relationships, and be viewed as a trusted resource for information and solutions. The cost-effective tools needed to accomplish those objectives simply did not exist. As a result, Jeff's solution was to combine his writing talents and knowledge of the financial and insurance arenas into a newsletter that supported the business and personal financial planning and protection needs of his clients, prospects, and centers of influence. The result? Strengthened relationships and increased sales!

The greater Jeff's success became, the more he realized there was an even larger communications challenge facing the industry. So, what began as an individual initiative evolved into an industry solution.

Now, almost three decades since its inception, Liberty has grown into a full service corporate entity that serves the communication and identity needs of thousands of financial service and insurance professionals, and many of the nation's major financial institutions.

At Liberty, we take each of our personally imprinted print and online products and services from the drawing board through the final production process within the walls of our own facility. The customer-focused teams assembled at Liberty represent a diverse group of financial professionals that combine the best of experience from the insurance, financial, design, print, and communications fields. Our expertise is in learning and understanding our clients' needs, and then executing the specific actions that will meet or exceed their expectations.

Writing, Editing Team

Our team of writers and editors develop and maintain a financial archive containing thousands of topical and interpretive articles, book reviews, glossaries, and educational "short takes" pertinent to the needs of every aspect of financial and insurance planning.

Design Team

Our design team blends creative styles and talents to create an effective and appealing balance between editorial content and graphic appeal. In print or online presentations, the team's strength is in working seamlessly to meet each clients' detailed specifications.

On-site, Quality Controlled Printing

Our state-of-the-art printing capabilities allow us to meet higher quality standards under the demanding eye of an experienced press team. On-premises print facilities provide Liberty with the competitive advantage of providing services on demand.

Meeting and Exceeding Expectations

Combined, our teams expertly manage the needs of all of our clients every day. Their specialized knowledge of all product lines and delivery processes result in dynamic and effective client and prospect communications.

In Compliance

In the financial and insurance content marketplace nothing illustrates credibility more than a long, successful history of compliance review. Liberty Publishing has such a history.

Our ongoing financial newsletter review process with the Financial Industry Regulatory Authority (FINRA) as well as the legal, tax, and sales compliance departments of all of our clients is a discipline that is part of our corporate structure.

Our editorial staff includes experienced practicing financial professionals and our philosophy dictates that the process of compliance review must be successfully managed to maximize the value to our clients. We perform exhaustive research in order to have a full technical and practical mastery of the issues concerning insurance, investments, mutual funds, banking, business, and estate planning to ensure our content is the most accurate and up-to-date in the industry.

Our Growing List of Prosperous Customers

Our commitment drives our high standards for delivery. The result is a unique competitive advantage in the marketplace. The evidence is in our client list, which continues to grow and diversify along with our products and services.

Many of America's major financial institutions have chosen Liberty Publishing as their provider for financial information, education, and marketing tools.

  • American Express Financial Advisors
  • Northwestern Mutual Life
  • New England Financial
  • Metropolitan Life Insurance Company
  • The Prudential
  • John Hancock Life
  • AXA Advisors
  • Massachusetts Mutual Life
  • AAA Financial Services
  • State Farm Insurance
  • SunLife of Canada
  • CIGNA
  • National Life of Vermont
  • The Terra Financial Companies, Ltd.
  • Mutual Service Corporation
  • Mercantile Bank Trust
  • Phoenix Life Insurance Company
  • Republic Bank
  • Southern Farm Bureau Life Insurance Company
  • The Financial Planning Association
  • The Million Dollar Round Table
  • The National Association of Insurance and Financial Advisors
  • The National Association of Estate Planners
  • The American Bankers Association
  • The International Association of Registered Financial Consultants
  • Genworth Financial
  • Electric Insurance