Why settle for a newsletter when you can get:
- Financial news & economic commentary from a leading author
- Market Reports without complex charts
- Sales advice for your referral partners
- Hard-hitting personal finance articles
- Timely responses to industry and market changes to invoke a sense of urgency
- Ability to co-brand newsletters with your referral sources
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Addressing Need For FINRA Approval
The materials provided are newsletters with up-to-date information. Because they are not product-based, they are not considered advertising. The newsletters are submitted each week to a national company’s compliance department which has determined over time that submission to FINRA is not necessary. If you have a compliance department, we will help you by submitting to them as well. Note that each newsletter has a “personal” paragraph which can be used by each user. If you are subject to FINRA approval, it is advisable to keep that paragraph generic as well. Additionally, there is ample space provided for any necessary disclosures.