Call: 800/723-7237

Institution Benefits
  • Increased traffic
  • Longer website visits
  • More cross-selling
  • Lower attrition
  • Positions products as solutions
  • Stronger relationships
Website visitor benefits
  • Find solutions
  • Reach financial goals
  • Be better informed
  • Feel empowered
Financial Wisdom OnLine For Your Website
  • Basic and customized services are available
  • Simple and fast to add to your site
  • Link from your What's New, Financial Tools, Education, About Us or other webpages
  • Offer as a service to your partner organizations

Monthly Costs

  • Basic - $300
  • Custom - $350
  • No set up fees or long term commitment

Visit a sample Financial Wisdom OnLine Monthly Newsletter

Financial Wisdom OnLine Monthly Newsletter
With Resource Center to make your website more effective

Fresh, relevant and useful content on your website will increase website traffic, lengthen visits, and position your institution as a caring and trusted financial partner. Helping consumers better understand their finances and make more informed decisions will lead to better cross-selling and lower attrition.

The Financial Wisdom OnLine Monthly Newsletter service includes five new articles each month and a Resource Center with additional content to make your website a destination for financial solutions.

Visit a sample Financial Wisdom OnLine Monthly Newsletter

Monthly Newsletter - Relevant and Timely
Relevant Article Topics
Timely Themes
  • General
  • Home & Residence
  • Insurance
  • Investing
  • Retirement
  • Taxes & Estate Planning
  • Issues Facing Parents
  • Financial Life Events
  • Financial Organization
  • First quarter - retirement and IRAs
  • Second quarter - making your financial life simpler
  • Third quarter - organizing your financial life
  • Fourth quarter - income taxes and estate planning

Resource Center - Informative and Useful
To bring your website visitors back to your site more often, a Resource Center with a Library of over 100 financial articles, financial worksheets (including the Family Records Almanac), and calculators is also included.

Customization Available
The basic Monthly OnLine Newsletter service includes using your name and logo on the front page and Resource Center. A "Return To" link is also included on each of those pages.

The customized service provides the opportunity for you to choose a monthly article from the Resource Center Library that supplements or coincides with your other marketing efforts. For example, if you have a CD promotion, you could choose an article on Laddering Maturities or a home equity loan program could supplemented with an article on the convenience and tax benefits of home equity loans.


© 2008 Financial Wisdom Marketing Services, Inc. • 42 Sherwood Terrace • Suite 6 • Lake Bluff • Ill • 60044 •  800/723-7237
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