Loose Change®

A Penny Saved is a Penny Earned.


Loose Change® Product Summary

Use Loose Change® to give your clients and prospects the information they need

to manage their personal finances. The content focuses on basic financial planning concepts to help them establish good financial habits. It will educate, engage,

and entertain with its light-hearted illustrations and easy-to-read articles.

Personalize your newsletters with your photo, company logo, and contact information to stay top-of-mind as the trusted professional.


  • Full color, 8 ½” x 11”
  • Available in Print or Electronic format
  • Direct Mail Services – includes postage, folding and inserting into 6" x 9" closed-face envelope
  • Published six times per year (bi-monthly)
  • FINRA Reviewed
  • Matching Calendar available

Your newsletters can be mailed directly to your clients and prospects or bulk shipped to you.

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A HTML that allows you to link to your website.

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Loose Change

CHECK OUT Loose Change®

Personalize with your color photo, logo and contact information

Include broker-dealer disclosures, if required

Four full color pages with light-hearted illustrations


Loose Change® CALENDAR

Help your clients stay focused in 2024. Provide them with valuable insights and tips each month that helps keep them on track towards their winning financial future. This calendar provides basic financial planning concepts in a unique, light-hearted way to help them form healthy financial habits 365 days a year. Personalize the calendars with your color photo, logo and contact information on every month.

  • 11” x 8.5” opens to 11” x 17” Wall Calendar
  • January to December
  • Preprinted or Blank 9” x 12” envelopes available
  • Matching newsletter available
Sample Order Form


Head Office

LTM Marketing Specialists LLC

236 Broadway

Albany, NY 12204