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Automatic Program #1 Need Assistance?

Program #1 includes four educational newsletters (you select the one that best suits your target audience during the order process), one client survey, one "thank you" card, one "holiday card," three Special Report market commentaries, and two MoneyMoves educational articles.

12 client touches for $15.12 per client per year

Program #1 allows you to pay a monthly fee of $1.26 per client per month for 12 months, plus a one-time $199 setup fee. Minimum quantity is 100.

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Each month for 12 months, your clients will receive a personalized marketing piece:

January
Newsletter
February
Special Report
March
MoneyMoves
April
Newsletter
June
Survey
July
Newsletter
September
MoneyMoves
October
Newsletter
November
Special Report
December
Holiday Card