Emails recipients on their birthday.
Click here for design samples, based on their age.

You also have the option for an automated
physical Birthday Greeting Card mailed for you.
($2.75/mailed greeting card, $2.25 with over 20/mo.)

Let your clients and prospects know you're thinking of them all year long with professionally designed holiday emails, based on your holiday choices and religious preferences. 

Show your clients that you're on top of the markets with a well-rounded weekly commentary along with fun content such as a riddle of the week and tax tips.

Click here for sample.

Automated email and social media post, with a video newsletter highlighting the prior month's market activities and a fun theme, with a quarterly version 4 times per year.

Click here for sample.

Engage your clients and prospects with an insightful commentary on a thought-provoking chart, emailed monthly.

Click here for sample.

Check in seasonally to learn if anything has changed in your client/prospect's lives, while planting a referral seed!

Click screenshot or here for referral form/link.
 

Deliver informative financial topics each month,
featuring a mix of videos, articles, and other Web Content (Links drive traffic to your FMG website or landing page)

Click here for sample.

Send quarterly messages to business owners with an emphasis on exit strategies and business health.

Click here for sample.
 

Help parents, grandparents, and students develop a college finance strategy with a quarterly "College Corner" newsletter.

Click here for sample.

Protect contacts from life-altering scams by providing tips and strategies with a "Quarterly Scam Safeguard" newsletter.

Click here for sample.

Send quarterly messages helping contacts understand the value of life insurance.

Click here for sample.

Send clients enrollment reminders and important info with a quarterly "Medicare Newsletter".

Click here for sample.
 

Coach and nurture contacts in the first chapters of adulthood, career-building, and family with a quarterly
"Prosperity Pathways" newsletter.

Click here for sample.

Coach contacts in the peak of their professional and wealth-building years with a quarterly "Building Wealth" newsletter.

Click here for sample.

Send quarterly tips to those in or close to retirement, plus occasional recipes, fun articles and a brain teaser!

Click screenshot for sample.

Send quarterly messages to contacts and provide tips for a healthy and successful retirement life.

Click here for sample.