The Specialist is a comprehensive, 4-page quarterly client newsletter that delivers the latest information on IRA strategies. Your clients and prospects will benefit from learning about ever-changing and complex IRA rules and regulations, with a special emphasis on avoiding excessive taxes and/or penalties that could consume their life savings.
All material in this full-color publication is FINRA reviewed. Personalize your newsletter by adding your photo and contact information!
Full Service Option: Your customized newsletters will be delivered directly to your clients' door. Includes: The Specialist Newsletter, Reply Card, Envelope and Postage/Mailing costs.
Print Only Option: Your customized newsletters will be delivered directly to your office. You can use the newsletters to mail out to your clients, distribute to prospects or to use as handouts in meetings or in your office.
The Specialist has been created by Ed Slott and Company and Emerald Connect. For more information on the newsletter, including pricing and/or to place an order, please visit Emerald Connect’s website: http://www.emeraldconnect.com/products/newsletters/the_specialist/ or call a member of the sales team at 1-800-233-2834.