Eye On Money
A WEALTH MANAGEMENT MAGAZINE
FOR YOUR CLIENTS AND PROSPECTS

Editorial focus
Eye On Money focuses on growing, preserving, and
transferring wealth. The articles touch on many wealth
management areas, including:

  • Retirement planning
  • Investment planning
  • Tax planning for individuals
  • Education funding strategies
  • Estate planning
  • Charitable gift planning
  • Life, disability, and LTC insurance

While the main focus is on wealth management,
supplementary articles on travel, the arts, and entertainment
enhance your readers' Eye On Money experience.
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Available in print and PDF
  • Printed magazines are ideal for mailing to your clients and prospects, handing out at seminars
    and when meeting with clients and prospects, and displaying in your lobby.
  • The printed magazines can be shipped to your office (a minimum of 100 magazines per issue)
    or mailed directly to your clients and prospects (a minimum of 210 addresses per issue).
  • With the PDF version, you receive a PDF of the issue that you can post on your website and
    email to your clients and prospects.

Semi-customizable covers
  • On the front cover, your company name and logo alongside the masthead begin the branding
    process.
  • On the back, an advertisement for your firm will dominate the cover, helping to define and
    strengthen your company's brand with each issue.
  • You can supply an ad of your own or choose one from our Ad Library.

Published bimonthly
  • The issue dates are January/February, March/April, May/June, July/August, September/October,
    and November/December.
  • The magazines are distributed two weeks prior to the issue date.

FINRA reviewed
  • Each issue is reviewed by FINRA prior to publication.
  • The FINRA review letter can be sent to you for your compliance needs.
Eye On Money
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