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Financial Guides
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Lightbulb On Demand
   

Available Titles
All guides are 24 to 32 pages.
Investing
Investing Essentials
Guide to Asset Allocation
Your Guide to Managed Accounts
Guide to Understanding Direct Investments
Maneje Su Dinero
Planning
Asset Allocation & Target Funds
Your Guide to Saving for College
Guide to Understanding 529 Plans
Your Guide to Estate Planning
Your Guide to Donor Advised Funds
Retirement
Planning Your Retirement Income
Guide to Understanding Retirement Investing
Guide to Managing Retirement Income
Guide to Managing Your
401(k)
Guide to Understanding Annuities
Special Topics
Guide to Enjoying Wine
 

 

 

Financial professionals can order personalized editions of Lightbulb’s popular, highly regarded guides directly through an easy-to-use online process. The guides can be generated quickly, in amounts as few as 25, for use in seminars, tradeshows, conferences, and client meetings.

The guides are customized with your approved company brand, logo, and marketing messages. Your representatives may also add individual contact information to assist in client acquisition and retention.

The personalized guides are powerful tools for growing a client base and building on existing client relationships.

Corporate Control

Lightbulb On Demand offers a unique blend of customization and corporate control. Specifically, your company:

Selects which Lightbulb guides are to be made available
Ensures the guides meet all compliance requirements, including FINRA review
Can sign off on customized versions before they are printed
Determines the appropriate marketing messages and customization features
Receives monthly reports showing titles and quantities ordered, and by whom
Receives continuous online access to the Lightbulb On Demand system


       
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