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Home / Marketing Products / Personalized Items / Print Newsletter

Direct Response Newsletter

Get a dozen requests for business every month...

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Without a Drip System, You Lose a Ton of Business

People you meet forget you—fast. They have so many distractions. But when you stay in front of them with a newsletter that positions you as a specialist, you insure that they remember you and you solidify your standing as the go-to financial advisor. You separate yourself from the others that contact them.

Senior Finances Newsletter
Each month, send this newsletter to clients and prospects, and each month get 10 to 30 replies asking for more information. That's right, 10 to 30 people ask you to know more about investment opportunities, to buy insurance, and for your help with their finances:
 
"The very best money I have ever spent in my business is the senior newsletter I obtain from your firm...it never fails to generate $15-20k of commissions each mailing."
Bill B., Olympia, WA
 
"Then out of the blue he says to me 'you know, I've been reading your newsletters, and I really like them. I'm going to switch all my accounts over to you.' About two weeks later we met. ...His total accounts were almost $500,000. Now he just referred a doctor friend of his to me, and I'm seeing him next week."
Jim C., CFP, Stuart, FL
 
Three Reasons this Newsletter Works
You can't expect everyone you meet to be ready for business now. That's why you must have a drip system and this newsletter is the perfect drip system. You gain three distinct advantages when you use the SeniorFinances newsletter:
  1. You stay in front of warm prospects and keep them warm. Plus, your clients feel as though you continuously keep-in-touch.
  2. You position yourself as a desirable specialist when you select one of the focused newsletters. For example, the General SeniorFinances newsletter positions you as a retirement specialist, the annuity newsletter as an annuity specialist, etc.
  3. Every article is written to make your phone ring. Not just information, these articles are sales tools that get people to contact you.
Seven Choices-One low price ($59/Month)
Each month, you can choose from these seven senior specific newsletters:
  1. General Senior Newsletter—covers all financial issues from topics of concern to seniors, such as retirement income, IRA distributions, long-term care, health insurance, tax reduction, estate planning, and asset protection.
  2. IRA—covers IRA distribution & issues relating to IRA integration with estate planning.
  3. Fixed Annuities—for your fixed annuity prospects.
  4. Retirement Income Sources—for your prospects and clients who seek more income.
  5. LTC/Asset Protection—for those clients and prospects who have not done what's needed to protect their assets.
  6. Mutual Fund/Variable Annuities—for the clients and prospects who would benefit from these securities.
  7. Life Insurance Newsletter—show your prospects that life insurance is not what they perceive.

Send a different newsletter to different contact groups, or switch topics each month.

Click here for samples.

Get access to all 7 newsletters for one low monthly price!

Delivered to you electronically, you make and send as many copies as you want; there is no per copy cost.
Advisor Email Newsletter
Advisors Miss These Marketing Rules

Most financial professionals either don't send a newsletter (and they miss sales opportunities), or they throw money down the drain because they don't understand that:

Your newsletter must be sent on a continual basis. The average senior is bombarded with 600 advertisements per day. If you don't get your picture and wisdom in front of them monthly, you're starting over every time you send it. The articles must solicit a direct response. Every one of our articles offers a brochure, booklet, article, analysis, or some additional information (which we show you how to obtain on the Internet).

And most importantly, your newsletter must be focused on your target market. Our newsletter is designed for people approaching age 60 and older. They don't want to see dumb articles about how important it is to fund their 401(K) when they're already getting ready to retire! They don't care about saving money on their mortgage when it's just about paid off! And they could care less about the latest employment statistics. All they want to know is, "How can you help me?"

Want to see actual copies of the newsletters and our powerful reply coupon?
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