Financial Education Made Simple with Our Guides & Booklets

Lightbulb guides are trusted by organizations and consumers as high-quality financial education resources. The guides cover a broad range of foundational personal finance and investing topics, from money management to retirement planning, as well as on more targeted topics like ETFs, college savings plans, and annuities.

We also create custom guides for specific audiences, including women investors, students, and the military.

All of the guides are available in digital and mobile formats, as well as in print.

FiNANCIAL LITERACY FOR CUSTOMERS AND EMPLOYEES

Financial services firms, as well as financial advisers, planners, and other professionals use Lightbulb guides and booklets to educate their employees and customers, market their services, and support financial literacy and other advocacy programs.

Lightbulb guides resonate with consumers, build credibility and positive brand awareness for organizations, and help maintain top-of-mind awareness for ongoing and future customer contacts.

COMPLIANCE-FRIENDLY CONTENT

Lightbulb financial guides and booklets are reviewed periodically for compliance with regulatory guidelines. We can also work directly with your compliance department to address specific requirements.