Informational Booklets

Emerald's informational booklets help educate your clients about key topics that will most likely have an impact on them at some point in their lives, such as such as Social Security, Health Care, Saving for College, and more! The booklets address areas of concern that are typically complex and require more detailed information to adequately explain. Providing a booklet to your clients will position you as a subject matter expert and help you build trust.

Introduction Sheet

Accompanying the booklet is a 2-page introduction sheet that gives an overview of the information that they are receiving. The sheet reinforces your decision to send them the detailed information and the importance of reading it. The introductory sheet is personalized with your photo, contact information, disclosure, and signature.

Coordinated envelopes are included in the full-service and print-only packages.

Note: Because our library of booklets changes frequently, you will select the booklet(s) during the personalization phase of the order process.

Current Informational Booklet Library

Saving for College

• Sample Booklet
• Sample Introduction

Navigating Turbulent Times

• Sample Booklet
• Sample Introduction

Long Term Care

• Sample Booklet
• Sample Introduction

Health Reform & Your Taxes

• Sample Booklet
• Sample Introduction

The 2010 Tax Relief Act

• Sample Booklet
• Sample Introduction

What Can I Expect From Social Security?

• Sample Booklet
• Sample Introduction