PDI Global’s Insight on Estate Planning marketing newsletter is available as an online newsletter, e-mail newsletter or print newsletter, as well as in a content-only version. Licensed on a market-exclusive basis, this eight-page bimonthly estate planning marketing newsletter for accountants, lawyers, estate planners, insurers and financial planners is designed to help you:

• Build brand awareness and Increase market visibility in the estate planning niche,
• Market your estate planning services to high net worth individuals and families, retirees, business owners, and professionals,
• Communicate regularly  with clients, prospects, referral sources and the media,
• Save effort, time and money while achieving your lead generation, client communication, revenue growth and profitability goals, and
• Provide information that positions you as a thought leader and demonstrates your estate planning expertise.

Insight on Estate Planning can be branded with your logo and personalized with other information. Each issue contains four professionally written articles on such estate planning topics as trusts, wills, gifting, asset protection, marital planning and wealth transfer.

Estate planning marketing newsletter in email, online and print formats

To give you maximum flexibility, impact and cost-effectiveness, Insight on Estate Planning comes in electronic, print and content-only versions. 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 online/email newsletter version enables you to change content and images as you like.

Insight on Estate Planning target audience

• Business owners and managers
• Professionals and high net worth individuals
• Retirees and families with elderly parents
• Prospects, clients, referral sources and the media

Insight on Estate Planning representative topics

• Wills and trusts
• Marital planning
• Asset protection strategies
• Wealth transfer techniques
• Gifting and charitable contributions
• Retirement plan distributions
• Types and uses of life insurance

For PDFs of the latest issues of Insight on Estate Planning, or to see our other estate planning marketing newsletter, click on the links at left. And visit our main newsletter page to learn more about our cost-effective newsletter marketing programs.

High-impact estate planning services marketing tool

To subscribe to Insight on Estate Planning, or to request a print sample, email us or call 800.227.0498. You’ll find this image-enhancing publication a great way to market your estate planning services and develop more profitable client and referral relationships.