Personalized Educational Booklets

Persoanlized Cover 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.

Customization Options

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

We use the full array of booklets to bridge the initial knowledge gap… The clients are reassured that they are making good decisions.

- Advisor at Heron Financial Group

We had great success with the booklets. I’d like to order more personalized booklets from your whole library.

- Advisor at FSC Securities