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Recurring Content

 

 

Recurring Content
MarketingLibrary / MarketingPro

 

The following list represents content that we create or refresh on a recurring basis*, and approximately when you can expect each piece to be uploaded** into the library.

 

WEEKLY …

  • Weekly Economic Update                                               By 8am Monday morning
  • Weekly Financial Article                                                 By 8am Monday morning
  • Social Media Posts                                                        Minimum 10 per week

MONTHLY …

  • Monthly Economic Update                                              By 3rd Business Day of the Month
  • Monthly Economic Update (Letter Format)                        By 3rd Business Day of the Month
  • Retirement In Sight Newsletter                                      On/Around 15th of the Month
  • Social Media Images                                                     Minimum 15 per month
  • Retirement 360 Newsletter Postcard (PRO Only)                Around 1st Business Day of the Month
  • Silver Lining Newsletter Postcard (PRO Only)                    Around 1st Business Day of the Month
  • Financial Factoids Newsletter Postcard (PRO Only)            Around 1st Business Day of the Month
  • Monthly Market Update Newsletter PC (PRO Only)            Around 2nd Business Day of the Month
  • Perspectives Lifestyle eNewsletter                                   Before the end of the previous month


QUARTERLY …

  • Quarterly Economic Update                                          By 5th Business Day of the Quarter
  • Quarterly Economic Update (Letter Format)                   By 5th Business Day of the Quarter
  • Horizon Millennials eNewsletter                                    Winter (mid-December), Spring (mid-March),                                                                                                                                            Summer (mid-June), Fall (mid-September)


ANNUAL FINANCIAL CONTENT …

  • Yearly/Annual Economic Update                                    Approx. Early January
  • Yearly/Annual Economic Update (Letter Format)              Approx. Early January
  • IRA Deadlines Are Approaching                                     Approx. Mid January
  • Essential Financial Figures                                            Approx. Mid March
  • Annual Tax Guide                                                       Approx. Mid February
  • Annual Financial To-Do List                                          Approx. Mid/Late October
  • End of Year Money Moves                                            Approx. Mid/Late October
  • Year-End Financial Checklist                                         Approx. Mid/Late November
  • The Holiday Wrap Up                                                  Approx. Mid/Late November


ANNUAL HOLIDAY CONTENT …

  • Valentine’s Day Letter/Email                                        Approx. Late January
  • Easter Letter/Email                                                    Approx. Late February
  • Passover Letter/Email                                                Approx. Late March
  • Mother’s Day Letter/Email                                           Approx. Late March
  • Memorial Day Letter/Email                                          Approx. Late April
  • Father’s Day Letter/Email                                            Approx. Late May
  • Independence Day Letter/Email                                   Approx. Mid June
  • Labor Day Letter/Email                                               Approx. Early August
  • Rosh Hashanah Letter/Email                                        Approx. Late August
  • Yom Kippur Letter / Email                                           Approx. Late August
  • Halloween Letter/Email                                               Approx. Late September
  • Veteran’s Day Letter/Email                                          Approx. Early October
  • Thanksgiving Letter/Email                                           Approx. Late October
  • Hanukkah Letter/Email                                               Approx. Mid November
  • Christmas Letter/Email                                               Approx. Late November
  • New Year Letter/Email                                                Approx. Early December

 

* As of January, 2015

** Please note – the date we upload content and the date your Broker/Dealer makes that content available to you can vary. This list represents when the team at MarketingPro, Inc. expects to upload a piece of content into the general library, not the date on which the piece will be approved, reviewed, or made available by your Broker/Dealer.

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