Financial Guides & Booklets

Our guides are used by millions of people—serving as essential primers, training materials, and educational marketing pieces. They cover a broad range of financial topics, from investing and credit basics to retirement income and estate planning.

Financial Education Content

Lightbulb creates educational financial content, including articles, blogs, glossaries, presentations, curricula, and learning applications for use on websites and digital devices. We customize content on a co-branded or white label basis.

Education FOR Financial Professionals

Lightbulb develops custom workshops, courses, white papers, booklets, articles, and digital content to meet an organization’s internal or external financial education and training needs.

Featured Guide

Guide to Understanding Annuities

Updated to reflect several changes in the annuities marketplace, the Guide to Understanding Annuities is a valuable resource for investors and financial professionals alike.

Included are discussions on:

  • Fixed Index Annuities
  • Annual Resets
  • Guaranteed Income Strategies

Corporate customization is available. Call 212-485-8800 or email info@lightbulbpress.com for more information.

Featured Article

A Social Security Update

What are your plans for taking Social Security benefits?

One of the great retirement challenges is how best to manage the various income streams that will help keep you financially afloat. One issue in particular is deciding when, between the ages of 62 and 70, to claim your Social Security benefit.
Keep reading

Watt’s Up! Newsletter

In this issue:

  • Fixed Index Annuities
  • Annual Resets
  • Guaranteed Income Strategies
  • NEW Guide to Understanding Annuities

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About Lightbulb Press

Lightbulb Press creates easy-to-understand financial education content, including guides, booklets, articles, workshops, and websites that financial companies, regulators, and professionals use to educate consumers and employees, market their services, and promote financial literacy. More about us.