Retirement Wellness Report

The Retirement Wellness Report allows you to proactively and easily communicate with your clients and prospects on a topic that is important to every one of them. This private-label newsletter is branded by us for you and your firm, allowing you to showcase its messages as your own. The newsletter's articles are written by Financial Advisor columnist Robert Laura, a financial advisor himself who has specialized in serving retirees and near-retirees, and whose insights on broad retirement issues are sure to touch and resonate with your clients. Laura, the president and co-founder of SYNERGOS Financial Group, is the author of the book Naked Retirement and founder of The RetirementProject.org, which guides people on staying healthy, happy and connected during retirement.   For a sample newsletter, click here.  Please complete the following to get started.
 

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