LifeStyle Newsletter – Coping with Pandemic Stress – LPL
LPL Compliance Approval Number: 1-05023223 Use this ghostwritten non-financial piece for your quarterly client newsletter or blog. (Jun 2020) Download
Tag: COVID
LifeStyle Newsletter – Coping with Pandemic Stress
Use this ghostwritten non-financial piece for your quarterly client newsletter or blog. (Jun 2020) Download
LifeStyle Newsletter – Coronavirus 101: The Basics – LPL
LPL Compliance Approval Number: 1-957484 Use this ghostwritten non-financial piece for your quarterly client newsletter or blog. (Feb 2020) Download
LifeStyle Newsletter – Coronavirus 101: The Basics
Use this ghostwritten non-financial piece for your quarterly client newsletter or blog. (Feb 2020) Download
COVID Return to Office Checklist
Use this checklist to prepare for a safe and successful office reopening after the Coronavirus closures. Download
CARES Act Summarized – Editable Disclosure and Contact Info
Use this guide to educate clients and prospects about key provisions of the CARES Act. Editable disclosure and contact information sections. Download
CARES Act Summarized
Use this guide to educate clients and prospects about key provisions of the CARES Act. Download
Planning in 2020- RMDs – Retirement Planning After the CARES Act – Editable Contact Info
Use this guide to educate clients and prospects about changes to RMDs and other retirement planning updates after the CARES Act. Download
Business Continuity Checklist: Guide to Weathering a Slowdown
Use this checklist to help you successfully navigate the economic slowdown caused by the Coronavirus. Download
Downturn Video Script Samples
Use these sample video scripts to record an authentic message for your clients that reminds them of your planning strategy and helps them feel more…