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The Planning for Prosperity marketing newsletter from PDI Global, also available with the title Wealth Management Advisor, is available in email, online and print newsletter formats, as well as a content-only version. Designed for accountants, insurers, professional financial planners and other financial advisors, this bimonthly marketing newsletter gives you a cost-effective way to:
Planning for Prosperity / Wealth Management Advisor is licensed on a market-exclusive basis to maximize impact and protect your brand identity. Each issue contains four professionally written articles on such financial planning subjects as retirement and succession, planning, asset protection, estate planning, and wealth transfer.
The eight-page print newsletter version of Planning for Prosperity / Wealth Management Advisor can be branded with your logo and customized with self-mailer and other information. The print version 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, insert links and bylines, and add a firm description or introductory message.
Click on the links at left to view PDFs of the latest issues of Planning for Prosperity / Wealth Management Advisor and see the related estate planning newsletters we offer. And visit our newsletter landing page for more information about these industry-leading marketing newsletters.
For a print sample and pricing, or to subscribe to Planning for Prosperity / Wealth Management Advisor, email us or call 800.227.0498. Be sure to get the rights to this best-selling newsletter for your area — before a competitor does.