|
Home
>
Wealth
Management
>
Financial
Planning
> Wealth Management Series
Wealth
Management Booklet and SmartSheet
Series
  Fact sheet available
Newkirk’s
Wealth Management Booklets and SmartSheets
cover financial topics your
clients and prospects are talking
about. Our
easy-to-follow communications provide
the diverse financial information
your clients need, in a customized
format that works for you. You
choose:
The Format
Choose from Booklets (3 7/8” × 8
1/2”) for racks
and mailings,
SmartSheets
(8 1/2” × 11”)
for presentation folders or one-page summaries, or
electronic formats (PDF and HTML).
The Content
We offer a wide range of retirement
planning, estate planning, tax, and
investment planning topics. All
communications are FINRA reviewed.
Mix and match titles and formats
to meet your marketing needs.
The Pricing
The Booklets and SmartSheets
include full-color
imprinting at no additional charge.
Discounts are available based on
the total number of pieces printed. Click
here to view and print
an order form.
The Booklets
and SmartSheets are available in
the following topics:
Looking for specific topics?
We’ll give you a quote for
custom services including covers
and text.
Looking for an online solution?
Newkirk’s Financial Resource
Center is an affordable Internet-based
solution packed with our most popular
and valuable financial content. Content
includes articles, interactive calculators,
Flash® presentations,
and more for all age groups. Please
contact Ellie Alexander at 518-862-3324
or e-mail ealex@newkirk.com.
Click
here to
request information regarding Newkirk's
Wealth Management Series, contact
Newkirk by phone at 800-525-4237 or
e-mail info@newkirk.com. |
Product
Highlight