Online Help-Click here

Marketing and communication tools for financial professionals
 

Subscription Newsletters

( Minimum order of 50 )
CPA / Tax Newsletters

Marketing your practice is about frequent and consistent communication. One of the best tools to use with clients, prospects, and centers of influence is a comprehensive personalized newsletter that visually promotes your overall experience and expertise. Sending a newsletter either monthly, bi-monthly, or quarterly to your database of contacts assures you'll be remembered.



Financial Business Edge 

Financial Business Edge

Newsletter Description:

Financial Business Edge newsletter focuses on topics of interest to business owners and executives — covering a variety of issues from succession planning to employee benefit plans to maintaining key employees and everything in between.
(Published bimonthly in February, April, June, August, October, and December.
Offered Quarterly: February, April, August, and October.)
 $0.75


Min:  50
*Mixed OFF

Taxolutions 

Taxolutions

Newsletter Description:

Taxolutions features basic tax and savings ideas, including timely updates on the latest legislative action. This easy to read and understand publication benefits individual taxpayers, families, investors, and business owners. Target audience: Individuals and business owners.

(Published quarterly in March, June, September, and December)

 $0.75


Min:  50
*Mixed OFF

The Financial Insider 

The Financial Insider

Newsletter Description:

The Financial Insider newsletter is a comprehensive planning tool for business clients, financial professionals who are your peers, and higher net worth clients. This eight-page newsletter delivers clear and concise analysis on timely economic and advanced planning topics in areas including business planning, tax planning, and estate planning.
(Published in January, March, May, July, September, and November.)

The Financial Insider comes with free 9x12" business envelopes.

 $1.49


Min:  50
*Mixed OFF

Benefit Plan Trends 

Benefit Plan Trends

Newsletter Description:

Benefit Plan Trends is a monthly newsletter that will keep your clients and prospects informed and up-to-date about critical issues affecting group life/health, disability, dental, and other non-retirement plans. In addition, your clients and prospects will be on the leading edge when it comes to being informed about recent innovations, or any proposed federal legislation and court cases that could ultimately affect their plans.
(Published monthly.)
 $0.75


Min:  50
*Mixed OFF