PDI Global offers tax, estate and personal financial planning marketing newsletters and content in email, online, print and content-only formats. These electronic and print marketing newsletters are designed to help accountants, consultants, lawyers, trust officers, estate planners, banks, insurers and financial planners increase visibility, build top-of-mind brand awareness, and develop more profitable client and referral relationships. Use them to target:

• Business owners, executives and professionals
• High net worth individuals and their families
• Retired people and senior citizens
• Professionals, such as lawyers and bankers, who serve these individuals

All of our niche marketing newsletters are available on a market-exclusive basis in email, online, print and content-only formats to maximize impact and cost-effectiveness.

Email / online / print tax, estate and personal financial planning marketing newsletters

To help you increase awareness of the tax, estate planning and personal financial planning services you provide, PDI Global offers the newsletters shown at left. To view PDFs of recent issues, click on the appropriate link.

If you don’t see a tax, estate or financial planning niche marketing newsletter or content that meets your specific needs, please let us know. We would be pleased to create a custom newsletter for you that has the look and content you desire. Also, you can buy our newsletters on a content-only basis, or get exactly the content you want through an article purchase agreement, which enables you to bundle articles from our Content Store as you like.

Check out our tax, estate and financial planning marketing newsletters — and order now!

To learn more about our email / online / print newsletters and content for marketing tax, estate planning and personal financial planning services, click on the links at left. For print samples, pricing, ordering or more information about these proven marketing and client communication tools, call 800-227-0498 or email information@pdiglobal.com.