Customized Financial Booklets 

Customize digital or print financial education booklets with your name, logo, and contact information to create a valuable client acquisition and retention piece.

Our team works with you to create a specially customized cover that transforms any of our educational booklets on investing, retirement planning, and other essential financial planning topics into a memorable marketing and relationship-building tool.

How Does it Work?

Simply email the information you’d like to feature on your customized cover to info@lightbulbpress.com, or call 212-485-8800 for assistance. We’ll send you a PDF of the cover for review, and make any changes that you request.

The Benefits

The business benefits of customized financial education booklets include:

  • Centerpiece of a social media or email campaign

  • Downloadable piece keeps your contact information easily accessible

  • Door-openers for establishing or renewing client relations

  • Promotion of a new product or offering

  • Printed version as a handout at seminars and conferences

Contact Us to Customize