To Reward Responders

As part of our service to you, we give you a choice of "White Paper" report templates for you to offer to your respondents. These reports are based on our lead generation topics and are included in the costs of the campaign. These are a great way to increase response rates at no additional cost to you!

Select From Our 18 Different
White Papers

  1. Funding 529 Plans with UGMA/UTMA Assets
  2. Seven Steps to a Sound Financial Future
  3. Assessing Long-Term Care Needs
  4. Calculating Your Retirement Needs
  5. Diversification: Composing Your Financial Symphony
  6. The Early Bird May Get Tax Savings
  7. Early Retirement: Some Rules of the Road
  8. Inflation and Your Insurance Coverage
  9. Life Events and Your Finances
  10. Life Insurance - Analyzing Your Needs
  11. Life Insurance through Life Stages
  12. Long-Term Care: The Financial Building Blocks
  13. Managing Risk and Meeting Goals
  14. Money Management Tips for "Generation Xers"
  15. Your Portfolio and Tax-Exempt Investments
  16. When It Comes to Retirement - Age Matters
  17. Retirement Planning to Reach Your Goals
  18. Tax Tips from the IRS

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