Financial Planning & Insurance — Newsletters

Personalized newsletters are the flagship products in our line-up. We create newsletter programs for your representatives and provide them with the ability to deliver a customized product with compliant content directly to their client base. Our editorial staff supplies compelling content, our design team creates mastheads and layouts consistent with each organization, and we market the program in concert with the efforts of parent organizations.

The 20/20 Letter

The 20/20 Letter is a newsletter geared toward all demographic and financial profiles. It educates your clients in all areas of personal finance, including money management, retirement, estate planning, education funding, and insurance.

Available monthly, bi-monthly, or quarterly.

21^st Century Retirement

21st Century Retirement is a communication tool that presents topical, informative articles on a wide range of retirement planning issues. This newsletter targets readers considering retirement—whether it is far off in the future or just around the corner.

Available bimonthly in January, March, May, July, September, and November.

Assets

Assets helps keep your higher net worth clients up-to-date on more sophisticated planning techniques. Key areas of focus include estate planning and financial planning for business owners.

Available bimonthly in January, March, May, July, September, and November.

Financial Business Edge

Financial Business Edge focuses on small business owners. It covers a variety of issues including succession planning, employee benefit plans, and maintaining key employees.

Available bimonthly in February, April, June, August, October, and December.

The Financial Insider

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.

Available bimonthly in January, March, May, July, September, and November.

Financial Monitor

Financial Monitor is a general newsletter for financial and insurance professionals that covers the full spectrum of financial topics, including personal finance, insurance, retirement, and more. Because of its diversity, it is ideal to send to all of your clients.

Available bimonthly in February, April, June, August, October, and December.

Financial Planning Strategies

Financial Planning Strategies is a general newsletter for use by financial planners that covers personal finance, estate planning, college funding, insurance topics, and more.

Available bimonthly in February, April, June, August, October, and December.

Money Management

Money Management is a general newsletter aimed at the clients of financial and insurance professionals. It keeps your clients educated on personal finance, education, insurance, retirement, and more.

Published quarterly in February, May, August, and November.