Educational Financial Booklets to Enhance Client Interactions
FPA members can personalize Lightbulb educational financial booklets and order them at a special discounted price. The booklets provide clear, straightforward information accompanied by engaging illustrations and graphics. The content is entirely objective and explains, but does not advocate, different investment products or planning strategies.
All of the booklets have FINRA review letters so you can ordinarily use them as-is with clients. You may need to check with your compliance department before placing the order to be sure you are including all necessary disclosures or disclaimers when customizing the booklets.
Each booklet deals with a specific topic, such as retirement planning, investing for retirement, investing essentials, asset allocation, annuities, or direct investments. You can see a full list of the available titles and their contents by visiting the website www.lightbulbpress.com/fpa
You can use the booklets for client marketing, including seminars, mailings, and other educational and promotional activities. The booklets provide a common framework for discussing financial planning and investment decisions and are ideally suited for sharing with clients at meetings. Clients may also pass along the booklets to family members and friends interested in working with a professional planner.
Placing Your Order
To order, visit www.lightbulbpress.com/fpa, where you can review the titles, and complete the easy steps to customize the booklets you select with your logo, personal contact information, and photo, as well as an introductory welcome letter. Lightbulb production experts are available to assist you with customization - or we can create a customized cover for your review and approval.
You can order as few as 25 booklets, which are shipped directly to you typically within two weeks from the date you order. To review Lightbulb titles, personalize a booklet, and place your order, visit:
“We need our clients & prospects to understand basic investment, retirement, and estate concepts so that we can concentrate on developing the solutions they need. We use the full array of Lightbulb Press booklets to bridge the initial knowledge gap. These “primers” are well written, visually appealing and branded with our firm’s logo and contact info. The clients are reassured that they are making good decisions!” D.E, Heron Financial Group, New York City