P.O. Box 180772 • Coronado, CA 92178
Toll Free: 800-676-3670
 
 
 
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Financial Planners & Affinity Partners
Lead Generation System
Sustain Strong Referral Relationships

These concise and professionally written one-page articles are filled with interesting and meaningful content for financial and business professionals.

Here is an easy-to-administer desktop solution to generate impactful deliverables you can print in-house.  Customize each piece with your photo, company logo, contact information and message using your MS Publisher or InDesign CS software.
  
EACH QUARTER for one year you receive:

  • Three monthly articles on topics important to financial advisors.
  • Three monthly articles on topics meaningful to business professionals.


Financial Planner sample

Content is delivered on CD-ROM.

BASE ANNUAL SUBSCRIPTION
per loan originator:    $395

(California residents add sales tax)  

Call to order:
1-800-676-3670

Product copyright extends to the purchaser only. Quantity discounts and copyright to add additional loan officers are available.

Also for Financial Professionals: Financial Advisors Marketing Library



Business Partner sample
 
   
   
   
   
           

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