Our CRM (Customer Relationship Management) System provides:

Twice Monthly Emails

We present your contacts list with quality articles twice monthly that focus on information which will help them through the process of planning their retirement.

Articles, Videos, Calculators

Our template web sites are customized with your photo, logo, and contact information. Brief videos, PDF downloads, Calculators, and Articles are linked from your emails.

Monthly Newsletters

Each month a 4 page newsletter is produced in PDF format, packed with seasonal trivia, lifestyle articles, and information focused on financial or retirement topics.

Our system is geared toward maintaining and growing connections between you and your contacts. Our emails provide timely information that invites a conversation