Let's Talk Money® Personalized Newsletters

 

Let's Talk Money® is a proven marketing and persistency tool for financial services professionals.
  • Four full-color pages of financial articles focusing on the concerns
    of your customers.
  • Compliance-reviewed by the
    NASD and endorsed by many
    major financial companies.
  • Published 6 times annually.
  • Comes in 7 different versions:
    • Standard
    • Retirement
    • Small Business
    • Estate Preservation
    • Seniors
    • Women's
    • Insurance (contains no articles about funds)
  • Insurance version is also available in Chinese, Korean, and Spanish language editions
  • We offer a range of methods of delivering the newsletter to your customers.

By sending Let's Talk Money® to your clients on a regular basis, they will appreciate the financial information and insight you are providing. Even more important, you benefit by keeping your name and your face in front of your clientele every other month. You ensure that you will be at the forefront of their minds when it comes to acting on any of their financial decisions.

Keep them in your office's waiting area, take them with you on sales calls or mail them directly to your customers. Let's Talk Money® is an excellent way for you to "keep in touch" with your customers.