Personalized Educational Booklets
Financial advisers and planners can customize Lightbulb educational financial booklets and order them for use in marketing and business development programs.
Our booklets are FINRA reviewed
and explain investment products and strategies in clear, objective language. Each booklet is 24-36 pages and focuses on a specific topic, such as investing essentials, planning and investing for retirement income, asset allocation, saving for college, estate planning, annuities, and direct investments.
You can personalize the booklets with your logo, contact information, photo and introductory letter on the inside cover, as well as include special disclosures requested by your compliance department. You can order as few a 25 guides at a time or in larger quantities for a marketing campaign.
Marketing and Education
Advisers use the booklets to build client confidence, clarify investment choices, and engage clients in the planning process. They are ideally suited for:
- information seminars
- client meetings
- direct mailings
- new business campaigns
- sharing with clients for family members and friends