Success Comes from Balance
Life Notes is Here to Help!
Life is short. Your clients need to have fun and stay healthy physically, spiritually, mentally, and emotionally. Life Notes is designed to help them focus on things that are most important to them while building loyalty to you and your financial services company. This professionally written and designed newsletter package is an excellent tool and resource for busy financial service professionals like yourself.
Our job as financial advisors is to help our clients make smart choices with their money. We want them to accomplish their goals for the reasons that are important to them. We want to help them have an inspiring financial strategy and a compelling plan. This will result in our clients being free to live their life the way that they want to.
The monthly Life Notes newsletter is a quick, easy, and affordable way to show your clients you understand there is more to being happy than having a strong portfolio. Here is what you will receive when you subscribe to Life Notes:
- 12 professionally designed, smartly written issues - customized with your information.
- Matching files for you to create custom inserts to include your monthly insights, thoughts, etc.
- Custom, company branded envelopes.
- All this for only $1 per issue regardless of the quantity you order.
Help your clients maintain their quality of life through balanced living. Order Life Notes today!
Securities offered through Comprehensive Asset Management and Servicing, Inc. (CAMAS), 1-800-637-3211, member FINRA/SIPC/MSRB, Brent Welch Registered Representative
Advisory services offered through Welshire Capital, LLC, a Registered Investment Advisor located in Wiconsin. ∙ Welshire Capital, LLC and CAMAS are separate and unrelated companies.