Client NewslettersSelect from our four different newsletters to send to your clients or send as a part of our "Keep in Touch Program." All Emerald newsletters are available monthly, are 4 pages in length and are FINRA reviewed.
This general-audience client newsletter covering all aspects of
personal finance is ideal for advisors with a client base
that includes working couples, professionals, and families.
Target Audience:General
This newsletter covers important information surrounding
retirement planning and is most appropriate for a mature
client base.
Target Audience:Retirees and Pre-retirees
This light, contemporary newsletter provides bite-size
pieces of information on a variety of lifestyle issues
and personal finance.
Target Audience:General
Targeted towards high-net-worth individuals and business
owners with emphasis on topics like tax-strategies and
wealth-building strategies.
Target Audience:High-net-worth individuals and Business owners |
