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
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This newsletter covers important information surrounding retirement planning and is most appropriate for a mature client base.
Target Audience:
Retirees and Pre-retirees
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This light, contemporary newsletter provides bite-size pieces of information on a variety of lifestyle issues and personal finance.
Target Audience:
General
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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
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