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Marketing and communication tools for financial professionals
 

Subscription Newsletters

( Minimum order of 50 )
Financial Planning & Insurance 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

Financial Planning Strategies 

Financial Planning Strategies

Newsletter Description:

Financial Planning Strategies is a general newsletter for use by financial planners that covers personal finance, estate planning, college funding, insurance topics, and more.
(Published bimonthly in February, April, June, August, October, and December.
Offered Quarterly: February, April, August, and October.)
 $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

The 20/20 Letter 

The 20/20 Letter

Newsletter Description:

The 20/20 Letter is the perfect communication tool for all demographic and financial profiles. Using The 20/20 Letter achieves two fundamental goals. First, it keeps personal clients abreast of developments and accurate, up-to-date information on insurance, retirement planning, mutual funds, annuities, investing, and a whole lot more. Second, it solidifies and expands your market presence.
(Published: Choice of Monthly, Bi-Monthly, or Quarterly)
 $0.75


Min:  50
*Mixed OFF

21st Century Retirement 

21st Century Retirement

Newsletter Description:

21st Century Retirement presents topical, informative articles on a wide range of retirement planning issues. 21st Century Retirement is of great value to readers considering retirement —
whether it is far off in the future or just around the corner.
(Published bimonthly in January, March, May, July, September, and November.)
 $0.75


Min:  50
*Mixed OFF

Assets 

Assets

Newsletter Description:

Assets keeps your clients with estate, tax, and business planning interests — as well as their accountants and attorneys — up-to-date on tax laws, recent court cases, and sophisticated planning techniques.
(Published bimonthly in January, March, May, July, September, and November.)
 $0.75


Min:  50
*Mixed OFF

Prosperity 

Prosperity

Newsletter Description:

Today women are more educated, more independent, and juggling more work, family, and financial responsibilities than ever before. Prosperity is the perfect communications tool to address financial and family issues for women and to position yourself as a resource in this growing market.
(Published quarterly in February, May, August, and November.)
 $0.75


Min:  50
*Mixed OFF

Ideas For Living Well 

Ideas For Living Well

Newsletter Description:

Ideas For Living Well is geared for people over the age of 50 and facing retirement. It will focus on personal finance, estate planning and long term care.


(Published in February, May, August, and November.)
 $0.75


Min:  50
*Mixed OFF