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| This eight-page bimonthly newsletter discusses
tax-smart strategies for preserving and transferring wealth
between generations. It enables accountants, attorneys, insurance
agents, trust officers and financial advisors to regularly inform
clients, prospects and media contacts about various estate planning
issues and encourage them to call for more information and assistance.
It’s also a great way to stay top of mind with referral
sources. |
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Target audience
- Business owners and managers
- High net worth individuals
- Families with elderly parents
- Retirees and senior citizens
- Clients, prospects, referral sources and media contacts
Representative topics
- Wills and trusts
- Marital planning
- Wealth transfer techniques
- Asset protection strategies
- Retirement distributions
- Charitable contributions
- Types and uses of insurance
- Gifts to family members
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This powerful, four-color marketing tool is
available on an exclusive basis in specific market areas in
print or several electronic formats. It is written by top
estate planning professionals and costs far less than a comparable
newsletter produced in house.
Call 800.227.0498 or contact us to request
a sample and more information about this cost-effective way
to market your estate planning services. And see Tax,
financial and business planning guides for additional
ways to build client relationships in this niche. |
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© 2009, PDI Global, Inc. All
rights reserved. |
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