Loose Change®

A Penny Saved is a Penny Earned.

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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.

PROGRAM DETAILS

  • 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
PRINT

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

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EMAIL

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

 Demo
Loose Change Calendar

Demo

Loose Change® CALENDAR

Rock On to Financial Wellness

Turn up the volume on your clients' financial know-how. The 2027 Loose Change® Wall Calendar takes basic financial planning concepts and sets them to a rock 'n' roll beat — offering twelve months of practical, easy-to-digest money tips with the energy of a chart-topping hit.

Each month pairs original illustrations with a financial theme your clients can use: building healthy money habits, prepping for tax season, maximizing IRA and 529 contributions, reviewing a will, fine-tuning a portfolio, and closing out the year strong. It's the kind of calendar that stays on the wall — and keeps your name in front of clients — 365 days a year.

  • 11" x 8.5" wall calendar that opens to 11" x 17"
  • Twelve months, January through December, each with its own financial topic and illustration
  • Personalize every month with your photo, logo, and contact details
  • Preprinted or Blank 9” x 12” envelopes available
  • Pair it with the matching Loose Change® newsletter for a consistent message all year long
  • FINRA Reviewed

Ready to give your clients a calendar they'll actually want to keep? View a sample and place your order today.

Sample Order Form

CONTACT US






Head Office

LTM Marketing Solutions, LLC

1060 Broadway #1161

Albany, NY 12204

info@ltmclientmarketing.com

1-800-243-5334