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Newsletters

= Review printed newsletter; = Internet version

For over thirty-five years, Newkirk's newsletters have helped businesses grow their client base. All newsletters are customizable with your unique brand identity and available in print and electronic formats. Choose the newsletter that best suits your needs and start standing out from the competition.

Client Prospecting Newsletter

Prospect

This quarterly, four-page newsletter provides an opportunity for a financial institution to increase visibility and position themselves as competent, well-informed, professional wealth managers. Each issue typically promotes a single wealth management product.

Prospect is designed to cultivate new business from your prospective customer base.

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Client Retention Newsletter

Options

This newsletter is designed for use by financial institutions and wealth management firms to provide authoritative planning information to current and prospective customers. This quarterly, four-page newsletter enhances your institution’s image as a reliable provider of trust and investment services.

Options is an excellent choice as a customer retention communication.

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Referral Newsletter

R & D

Send this referral-generating newsletter to your financial centers of influence: attorneys, CPAs, and other financial professionals. They’ll appreciate the in-depth analysis of financial and estate planning topics — and they’ll remember you when deciding where to refer their clients.

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Sponsor Newsletters

The Employee Benefit Forum

This newsletter is an easy and effective way for plan providers to communicate with their plan sponsors and prospective sponsors. Forum combines articles on current employee benefit issues with basic employee benefit concepts.

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Retirement Plan News

Maintain a regular communication with your plan sponsor clients and prospects with Retirement Plan News. This newsletter contains in-depth articles written by the industry's most knowledgeable and respected retirement plan experts. Every issue of this publication contains easy-to-read information, insight, and analysis on important employee benefit issues, regulatory agency rulings, and court decisions impacting retirement plans.

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Click here to request information regarding Newkirk's Wealth Management Newsletters. Or, contact Newkirk by phone at 800-525-4237.

 

  Communications