Hello, [first_name]. Here Is Your Estate Planning Marketing Brief for [date].
Hello, Estate Planning. Here Is Your Estate Planning Marketing Brief for Wednesday, February 13, 2019.
Is this email not displaying correctly?
View it in your browser .
Visit Our Website Schedule a Demo Contact Us

Is This Your Situation? "I need to Maximize the Life of My Content..."

If you are trying to make the most our of your content resources, check out these smart tips for getting the most bang out of the time and effort you invest in your marketing content.

What Are Estate Planning Firm Clients Reading?

Every two weeks, we provide informative articles for our clients' email newsletter campaigns. For this launch cycle, the article titled "When and How Often to Review Trusts" was a clear winner with the highest volume of click activity. To get an idea of the type of content we provide, click on the book image above. You can also read the article itself to the right.

The Biggest Retirement Mistakes

The road to a financially comfortable retirement is a long and winding one. Are you making the right choices? Click through for six of the biggest mistakes you can make on the way, and some tips on how to avoid them.

Keep Heirs Happy with Unitrusts

This powerful but little-known estate planning tool may be able to neatly balance long-term and annual income wishes. But there are other important considerations. Click through for the inside story on unitrusts.

What to Know About the SEP-IRA

Small businesses and self-employed workers can use SEP-IRAs to help save for retirement. They're powerful and flexible plans that many don't even know about. Click through to find out how one might work for you.

Deciding Whether a Nursing Home is the Right Move

How do you know when it's time to put a loved one into a nursing home? You have to face the financial, practical and emotional decisions. Click through if you're caring for elderly relations who may need more help than you can give.

Joint Tenancy: Is It Right for You?

Sometimes, it makes sense for more than one person to own property. If that's the case, there are special rules for how this is handled. Click through for an introduction into joint tenancy, and its pros and cons.

Estate Planning Marketing Brief
Robert Slavitt
Director of Professional Services
(240) 252-2077
411 Walnut Street, #9124
Green Cove Springs, FL 32043
Friend Me on Facebook
Follow Me on Twitter
Connect with me on LinkedIn
Saved Articles
Comments and Feedback
Refer A Friend
Your Privacy
IndustryNewsletters provides the information in this email newsletter for general guidance only. The information contained herein does not constitute the provision of legal advice, professional services consulting or investment advice. The information should not be used as a substitute for consultation with professional payroll, tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. The articles in this email newsletter are not intended to be used for the purpose of avoiding any penalties that may be imposed or circumventing any laws, rules or regulations. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
Powered by
Copyright © HomeActions, LLC All rights reserved.

This email was sent to: eplegal@industrynewsletters.com

Mailing address: 411 Walnut Street, #9124, Green Cove Springs, FL 32043