The Estate Planner niche marketing newsletter from PDI Global is available as an online newsletter, email newsletter or print newsletter, as well as in a content-only version. This estate planning newsletter marketing program helps you save time and money while achieving your client communication, lead generation and profitability goals.

Designed for estate planners, accountants, lawyers, insurance agents and financial planners, this eight-page bimonthly estate planning marketing newsletter gives you a cost-effective way to:

• Market your estate planning services to business owners, professionals, retirees and high net worth individuals,
• Increase market visibility and build brand awareness in the estate planning niche
• Provide information that positions you as a thought leader and demonstrates your estate planning expertise, and
• Keep in touch with clients, prospects, referral sources and the media.

You can brand The Estate Planner with your logo and personalize it with other information. Each issue features four professionally written articles on various estate planning topics, such as wills, trusts, asset protection, marital planning, gifting and wealth transfer.

Email / online / print estate planning marketing newsletter

To give you maximum flexibility, impact and cost-effectiveness, The Estate Planner comes in electronic, print and content-only versions that are licensed on a market-exclusive basis in specific territories. The online/email newsletter version enables you to change images, content and frequency as you like. The print newsletter version can be branded with your logo and customized with self-mailer and other information. It is also available in PDF format to post on your website.

The Estate Planner target audience

• Clients, prospects, referral sources and the media
• High net worth individuals and families
• Professionals, business owners and executives
• Retirees and families with elderly parents

The Estate Planner representative topics

• Asset protection strategies
• Trusts and wills
• Charitable contributions and gifting
• Types and uses of life insurance
• Marital planning
• Retirement plan distributions
• Wealth transfer techniques

To view PDFs of The Estate Planner and see our other estate planning newsletter, click on the links in the sidebar at left. For more information about PDI Global’s newsletter marketing programs, visit our newsletter landing page.

Cost-effective estate planning marketing newsletter

To subscribe to this versatile marketing and client communications tool, call 800.227.0498 or email us to request a print sample or more information about The Estate Planner.  You’ll find it an effective way to increase awareness of your estate planning services and build more profitable client relationships.