| PRODUCT/PROGRAM | QUANTITY | PRICE | DISCOUNT % | DISCOUNTED PRICE |
PAYMENT PLAN |
DUE TODAY | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 35 |
$174.65
per month
($4.99 each)
|
20% |
$139.65
per month
($3.99 each)
|
Monthly Payment | $139.65 | |||||||
|
Announcement Package
X
Features
|
1 | $455 | 5% | $430 | 1 payment | $430 | ||||||
| 1 | $265 | 100% | $0 | 1 payment | $0 | |||||||
| TOTAL | $894.65 | $569.65 | $569.65 | |||||||||
| TOTAL DISCOUNT | $325 | |||||||||||
| PERCENT DISCOUNT | 36.3% |
Payment Plan Options:
1 payment = Pay in full today
2 payments = 20% down, remainder due in one subsequent payment, due in 30 days.
3 payments = 20% down, remainder split over next two monthly payments.
6 payments = 20% down, remainder split over next five monthly payments. Only available for orders greater than $1,000.
*Convenience fees are applied to orders greater than $1,000 at the rate of 1.5% for the 3 payment plan and 3.0% for the 6 payment plan.
Monthly payment plan: Charge auto-renews once per month.1 payment = Pay in full today
2 payments = 20% down, remainder due in one subsequent payment, due in 30 days.
3 payments = 20% down, remainder split over next two monthly payments.
6 payments = 20% down, remainder split over next five monthly payments. Only available for orders greater than $1,000.
*Convenience fees are applied to orders greater than $1,000 at the rate of 1.5% for the 3 payment plan and 3.0% for the 6 payment plan.
Postcards payments:
Single mailing charged in full.
Multiple mailing charged at dates discussed with Account Manager or Client Success Representative.
X
Direct mail marketing: Postcards
Harness the proven power of direct mail! Grow your prospects, increase network repeat business and referrals
Features
Continuous cycling postcard subscription or specific one-time campaign options available.
- Identify your target audience. Select from your contacts and/or select targeted leads by ZIP code.
- Leads are carefully pre-curated to target those who are inclined to move. You simply identify # of leads by ZIP code
- Multiple postcard designs to choose from.
- Personalize your information and message.
Benefits
Use the Essential Postcard Program to:
-
Consistently harness the power of direct mail!
- Grow your prospects: 76% of Americans have been influenced to purchase by direct mail
- Increase referrals: 70% of people have renewed previous relationships with business from direct mail!
-
Flexible campaign options centered on your objectives:
- Save time with subscriptions set for the upcoming year and beyond
- Point in time one-time campaigns
- Minimum quantity per mailing is 100
- You will be charged for each postcard mailing one week prior to it being mailed.
- After you finalize the set up of your postcard campaign with your Essential Engine Customer Service Representative it is your responsibility to go to your Essential Engine Account and make any updates to your upcoming future campaigns (i.e., quantity, target audience, postcard design, personal information and message), otherwise the next mailing will simply repeat as initially set up.
Target-lead pricing – one-time cost!
X
Click here for additional custom page samples
Essential Living Personal Magazine Subscription
Uniquely engineered to produce frequent, authentic “personal” connects with your network to drive deeper personal relationships
Features
-
Your personally branded monthly magazine!
- 36 easy-reading lifestyle content pages that’s sure to stick around in people’s homes
- 4 custom content pages to highlight you! (front cover, inside cover, back cover and inside back cover)
- Email the digital version to your clients or post it on social media. Click here to see a sample
- Get address exclusivity to be sure you're the only one sending to key contacts in your network
Benefits
-
Use Essential Living’s targeted mailings to:
- Move your personal relationships with your network from “good” to “great”
- Improve client retention and increase the probability of client referral during the 5-second moment of truth
- Achieve 5X to 15X ROI by retaining one client or getting one referral
Four Custom Pages and Custom Tear Out Cards
Front Cover
|
Front Inside Cover
|
Back Inside Cover
|
Back Cover
|
First Tear Out Card
|
Second Tear Out Card
|
Cover – includes your photo, logo and contact information
Inside cover, back cover, inside back cover – choose from a variety of pre-existing ad templates to customize or upload your own.
Getting Started Is Easy
- Simply choose who in your network to send your magazine to
- You have the option to personalize your front cover, front inside cover, back inside cover, back cover and tear out cards. Use our simple templates or come up with your own designs.
Essential Living Subscription Pricing
| Item | Retail Price | Certification-Day Only Pricing |
Savings |
|---|---|---|---|
| One-time set-up fee | $299.00 | $99.00 | 67% Savings |
| Price per printed/mailed magazine* | $4.99 | $3.99 | 20% Savings |
| Digital E-Magazine & Landing Page** | $40.00 | $20.00/month | 50% Savings |
| Custom design work*** | $100/hour |
*Minimum subscription order is 35 monthly copies
**Available only to Essential Living print subscription purchasers; full service e-mail distribution limited to 1,000 monthly.
***Custom design work includes changes to existing templates, requests to modify artwork you provide or new designs for publication covers.
| Plan Changes and Custom Content Revisions |
|---|
| Change the quantity of your monthly magazine at anytime |
|
Update your custom content at anytime. Changes made after the 1st of the month will appear in the following issue. |
X
Click here for additional custom page samples
Escapes and Experiences Personal Magazine Subscription
Uniquely engineered to produce frequent, authentic “personal” connects with your network to drive deeper personal relationships
Features
-
Your personally branded magazine!
- 32 pages of travel, leisure and luxury content that will engage your network and delight your eyes
- 4 custom content pages to highlight you! (front cover, inside cover, back cover and inside back cover)
- Land in your clients’ inbox 6 times per year.
- Email the digital version to your clients or post it on social media. Click here to see a sample
- Get address exclusivity to be sure you're the only one sending to key contacts in your network
Benefits
-
Use Escapes and Experiences’ targeted mailings to:
- Move your personal relationships with your network from “good” to “great”
- Improve client retention and increase the probability of client referral during the 5-second moment of truth
- Achieve 5X to 15X ROI by retaining one client or getting one referral
FOUR CUSTOM PAGES
Front Cover
|
Front Inside Cover
|
Back Inside Cover
|
Back Cover
|
Getting Started Is Easy
- Simply choose who in your network to send your magazine to
- You have the option to personalize your front cover, front inside cover, back inside cover and back inside cover. Use our simple templates or come up with your own designs.
Escapes and Experiences Subscription Pricing
| Item | Retail Price | Certification-Day Only Pricing |
Savings |
|---|---|---|---|
| One-time set-up fee | $299.00 | $99.00 | 67% Savings |
| Price per printed/mailed magazine* | $7.99 | $5.99 | 25% Savings |
| Digital E-Magazine & Landing Page** | $40.00 | $20.00/month | 50% Savings |
| Custom design work*** | $100/hour |
*Minimum subscription order is 35 bimonthly copies
**Available only to Escapes + Experiences print subscription purchasers; full service e-mail distribution limited to 1,000 monthly.
***Custom design work includes changes to existing templates, requests to modify artwork you provide or new designs for publication covers.
| Plan Changes and Custom Content Revisions |
|---|
| Change the quantity of your magazine at any time. |
|
Update your custom content at anytime. Changes made after the 1st of the month will appear in the following issue. |
X
Click here for additional custom page samples
Retiring Well Personal Magazine Subscription
Uniquely engineered to produce frequent, authentic “personal” connects with your network to drive deeper personal relationships
Features
-
Your personally branded magazine!
- 36 total pages of world travel, leisure and luxury, retirement stories that will engage your network
- 4 custom content pages to highlight you! (front cover, inside cover, back cover and inside back cover)
- Land in your clients’ inbox 6 times per year.
- Email the digital version to your clients or post it on social media. Click here to see a sample
- Get address exclusivity to be sure you're the only one sending to key contacts in your network
Benefits
-
Use Retiring Well’s targeted mailings to:
- Move your personal relationships with your network from “good” to “great”
- Improve client retention and increase the probability of client referral during the 5-second moment of truth
- Achieve 5X to 15X ROI by retaining one client or getting one referral
FOUR CUSTOM PAGES
Front Cover
|
Front Inside Cover
|
Back Inside Cover
|
Back Cover
|
Getting Started Is Easy
- Simply choose who in your network to send your magazine to
- You have the option to personalize your front cover, front inside cover, back inside cover and back inside cover. Use our simple templates or come up with your own designs.
Retiring Well Subscription Pricing
| Item | Retail Price | Certification-Day Only Pricing |
Savings |
|---|---|---|---|
| One-time set-up fee | $299.00 | $99.00 | 67% Savings |
| Price per printed/mailed magazine* | $7.99 | $5.99 | 25% Savings |
| Digital E-Magazine & Landing Page** | $40.00 | $20.00/month | 50% Savings |
| Custom design work*** | $100/hour |
*Minimum subscription order is 35 bimonthly copies
**Available only to Retiring Well print subscription purchasers; full service e-mail distribution limited to 1,000 monthly.
***Custom design work includes changes to existing templates, requests to modify artwork you provide or new designs for publication covers.
| Plan Changes and Custom Content Revisions |
|---|
| Change the quantity of your magazine at any time. |
|
Update your custom content at anytime. Changes made after the 1st of the month will appear in the following issue. |
X
Family Outdoor Game
Seasonal Activity
Lifehack
Featured Interest or Activity
Featured Client
Family Update
Career Announcement or Event
X
Family Outdoor Game
Seasonal Activity
Lifehack
Featured Interest or Activity
Featured Client
Family Update
Career Announcement or Event
X
Family Outdoor Game
Seasonal Activity
Lifehack
Featured Interest or Activity
Featured Client
Family Update
Career Announcement or Event
Tear Out Cards
X
Listing in Fortune Magazine
Headliner
Social media/email campaign
Complimentary copy with announcement band
Fortune Market Leaders – Premium
Video
100 Reprints
X
Specifications
- Five Point magazine is an industry publication widely read by real estate agents, mortgage professionals, and insurance agents
- Four-color glossy issues of the publication are mailed out to more than 5,000 professionals in the area each year
- Check out a sample of Five Point magazine
X
Package price: $1,200
Special offer: $400 off when purchased with a Phoenix Magazine print profile
Benefits
- Only 16 Five Star award winners will be featured
- All winners get prominent placement in photo carousel
- Includes direct navigation from magazine’s homepage
-
Packages include:
- A social post to spread the word of your appearance on social media and to your digital network
- Free professional copywriting for your profile blurb
Business Objective
- Win more prospective client presentations
- Expand network / geography
X
Features
- Client Success Representative serves as single point of contact, providing personalized service
- Implementation meeting puts you on the fast track to success
- Professional copywriting service provides first draft for all profiles
- Two-business-day turnaround time guaranteed
X
Features
- Announcement that tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Announcement Video
- Personalized award video with your name, logo, and contact info
- Show why you stand out and are better than your competition
- Include in your digital media
X
Social Posts (4x) and Announcement Email
- Four social media posts promoting you and your award
- Generate likes and shares to expand your audience
- Announcement tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Social Posts (8x) and Announcement Email
- Eight social media posts promoting you and your award
- Generate likes and shares to expand your audience
- Announcement tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Horizontal emblem with years rolled up.
Vertical emblem with years listed separately
Personalized Award Emblem
- Include your award winner emblem on digital media like email signatures and websites, and on print materials such as brochures
- Stand out from your competition by showcasing your award status
- Easily configure the emblem that’s right for your marketing; choose your orientation and file type, as well as how you want your award years displayed.
X
Pro and Platinum packages receive an upgraded double wall plaque
Pro and Platinum packages receive an upgraded double wall plaque
Wall Plaque
- Advertising compliant - includes required disclosures
- Attractive office piece for your “Brag Wall” that highlights your selection as a Five Star award winner
Benefits
- Quickly shows your status as a Five Star award winner and your appearance in the magazine
X
Features
- Electronic versions of your article that appear in the magazine
- Easy to send to clients and prospects which highlight your distinction
- Always online, and always working for you. Clients and prospects can go back to it over and over again!
Benefits
- Highlight your differentiation in a way that other professionals can’t
- Super easy to send, and it can go out to your entire network
- Take the power of your appearance in the magazine and leverage throughout the year
X
Listing in the publication e-reprint
- One winner featured
- Space for brief amount of text
X
Listing in the publication e-reprint
- One winner featured
- Space for brief amount of text
X
Listing in the publication reprint
- One winner featured
- Space for brief amount of text
X
Features
- Your name, contact info, photo and bio featured in the magazine as part of our award announcement section
Benefits
- Stand out from the crowd!
- Harness the power of having your photo seen in the magazine
X
Features
- Includes your photo
- Displays basic contact information including telephone number and website
- Includes award disclsoure
Benefits
- Brings your award status to life by allowing prospects and clients to really see you as a Five Star Professional winner
X
Features
- Large photo area
- Full contact information
- Digital ad "campaign ready" with pixel technology built in
- An area to create content and share about yourself
- Highlight other professional accomplishments
- Click here to see a sample!
Benefits
- An opportunity to highlight and feature yourself as a Five Star Professional where your full persona comes to life
- Show yourself as an expert with your custom content
X
Social Posts (6x) along with 6 Easy-to-Share announcement videos
- Six social media posts promoting you and your award
- Get access to six video files to share to any of your social media channels.
- Generate likes and shares to expand your audience
- Announcement tells everyone in your network that you are an award winner. Initial announcement comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Sample images of social posts, videos and announcement letter
Social Campaign (3X Posts and 9 Videos):
- 3-month social media campaign promoting you, your award and what it means to be an award winner.
- Provide one more reason why you are the right choice!
- Generate likes and shares to expand your audience
- Choose whether you want us to manage the campaign (recommended) or share posts directly from your Essential Engine account.
Announcement Letter and Videos:
- Announcement letter tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
- In addition to videos being part of your social media campaign (above), insert announcement video files from the library on to your website and email signature.
Benefits
- Share your pride in being an award winner and the joy and satisfaction you have gotten over the years providing client’s great service.
- Activate your sphere of influence by encouraging them to share the good news about you … and referring your services.
X
Sample images of social posts, videos and announcement letter
Social Campaign (3x Posts; 5x Announcement Videos):
- 3-month social media campaign promoting you, your award and what it means to be an award winner.
- Provide one more reason why you are the right choice!
- Generate likes and shares to expand your audience
- Choose whether you want us to manage the campaign (recommended) or share posts directly from your Essential Engine account.
Announcement Letter and Videos:
- Announcement letter tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
- In addition to videos being part of your social media campaign (above), insert announcement video files from the library on to your website and email signature.
Benefits
- Share your pride in being an award winner and the joy and satisfaction you have gotten over the years providing client’s great service.
- Activate your sphere of influence by encouraging them to share the good news about you … and referring your services.
X
Award Winner Leave Behinds
- A one-page marketing tool highlighting your award-winning work!
- Profile featuring your photo, contact information and tagline
- Features QR code – set the destination yourself
- 5x5; printed on postcard stock
- Use for client presentation, lead-generation mailers, or as marketing leave behinds
X
Features
- Be the face of your market; have your image and a link to your larger profile appear in rotation on the main page of your home market
Benefits
- Appear to highly engaged users of Five Star Professional's website before they even start searching; ensure your competition doesn't get seen before you do
X
Features
- FSP monthly newsletter
- Hard-hitting whitepapers on hot wealth management topics
- Online forums to share ideas, solutions and opportunities
Benefits
- Enhance your knowledge to grow your business
- Learn new ways of working and new ideas to increase your success
X
Magazine Profile Reprints
Magazine Profile Reprints
Features
- One-page marketing piece highlighting your differentiation!
- Easy to distribute at client meetings, conferences and professional events
- Your profile on one side, and a copy of the article on the opposite side
Benefits
- Highlight your differentiation in a way that other professionals can’t
- Take the power of your profile in the magazine and leverage throughout the year
X
Features
- Tri-fold brochures that highlight your distinction
- Areas for custom created content
Benefits
- Easily communicate your status as a Five Star award winner to clients and prospects
X
Features
- Two-sided postcard that highlights your distinction as an award winner
Benefits
- These ready to mail postcards make prospecting for new clients easier
X
Features
- Advertising compliant - includes required disclosures
- Attractive office piece for your “Brag Wall” that highlights your selection as a Five Star award winner
- Dimensions: 12" x 16"
Benefits
- Quickly shows your status as a Five Star award winner and your appearance in the magazine
X
Features
- Advertising compliant
- Attractive office piece for your “Brag Wall” that highlights your selection as a Five Star award winner
- Dimensions: 17.5" x 15"
Benefits
- Quickly shows your status as a Five Star award winner and your appearance in the magazine
X
Features
- Attractive crystal
- Desk piece for your that highlights your status as an award winner
Benefits
- Quickly shows your status as a Five Star award winner
X
Showcase full-page profile
- Professional photography to get you a signature look!
- Preferred placement in the section
- Eight slots available
- Up to 8 people allowed in photo
- Inclusion in the section cover page
X
Showcase two-page spread profile
- Professional photography to get you a signature look!
- Preferred placement in the section
- Eight slots available
- Up to 8 people allowed in photo
- Inclusion in the section cover page
X
Eighth-page profile
- One winner featured
- Space for brief amount of text
X
Quarter-page profile
- Two winners featured
- Space for brief amount of text
X
Quarter-page profile
- One winner featured
- Space for brief amount of text
X
Quarter-page profile reprint
- One winner featured
- Space for brief amount of text
X
Quarter-page profile e-reprint
- One winner featured
- Space for brief amount of text
X
Half-page profile
- Up to four winners may be featured
- Professional photography included to enhance your image
- Expanded area for text to share your expertise
X
Full-page profile
- Used by teams with up to 8 team members
- Plenty of space to tell your story!
- Professional photography included to give you your signature look
X
Two-page spread profile
- Great for teams of up to 22 people
- Allows you to make a big splash!
- Typically only a few profiles of this size
- Professional photography included to capture your signature look
X
Wall Street Journal Premium Profile
- Limited availability
- Associate yourself with one of the most recognized and respected brands in financial news
- Up to 8 people can be featured
X
Wall Street Journal Standard Profile
- Limited availability
- Associate yourself with one of the most recognized and respected brands in financial news
- Up to 4 people can be featured
X
Forbes Sixth-Page Profile
- Limited availability
- Associate yourself with one of the most recognized and respected brands in financial news
- One to two winners featured, depending on layout choice
X
Social Posts (4x) and Announcement Email - Team
- Four social media posts promoting you and your award
- Generate likes and shares to expand your audience
- Five Star will send an email on your behalf promoting your status as a Five Star award winner
- Announcement tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Social Posts (8x) and Announcement Email - Team
- Eight social media posts promoting you and your award
- Generate likes and shares to expand your audience
- Five Star will send an email on your behalf promoting your status as a Five Star award winner
- Announcement tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Personalized Award Emblem - Team
- Fully utilize the award in all of your print and digital media
- All of your marketing materials show why you stand out and are better than your competition
X
Video Post
- Five Star Professional will create Facebook or LinkedIn post promoting your award-winning status
- Stand apart from other professionals and boost visibility and engagement online by using high-quality video in your marketing tools
- Videos include mentions of Wall Street Journal and/or Forbes appearance!
X
Associate yourself with premium brands
- Includes listing, e-reprint and announcement letter for Forbes.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Listing in the publication e-reprint
- One winner featured
X
X
Award Winner Profile
- A one-page marketing tool highlighting your award-winning work!
- Profile featuring your photo, contact information and brief bio
- Full award article on reverse side
- Use for client presentation, lead-generation mailers, or as leave behinds
- Digital e-profile can be linked to on your website, email signature and social media
X
Listing in the publication e-reprint
- One winner featured
- Space for brief amount of text
X
Click here for additional custom page samples
Essential Living Personal Magazine Subscription
Uniquely engineered to produce frequent, authentic “personal” connects with your network to drive deeper personal relationships
Features
-
Your personally branded monthly magazine!
- 36 easy-reading lifestyle content pages that’s sure to stick around in people’s homes
- 4 custom content pages to highlight you! (front cover, inside cover, back cover and inside back cover)
- Email the digital version to your clients or post it on social media. Click here to see a sample
- Get address exclusivity to be sure you're the only one sending to key contacts in your network
Benefits
-
Use Essential Living’s targeted mailings to:
- Move your personal relationships with your network from “good” to “great”
- Improve client retention and increase the probability of client referral during the 5-second moment of truth
- Achieve 5X to 15X ROI by retaining one client or getting one referral
Four Custom Pages and Custom Tear Out Cards
|
Front Cover
|
Front Inside Cover
|
|
Back Inside Cover
|
Back Cover
|
|
First Tear Out Card
|
Second Tear Out Card
|
Cover – includes your photo, logo and contact information
Inside cover, back cover, inside back cover – choose from a variety of pre-existing ad templates to customize or upload your own.
Getting Started Is Easy
- Simply choose who in your network to send your magazine to
- You have the option to personalize your front cover, front inside cover, back inside cover, back cover and tear out cards. Use our simple templates or come up with your own designs.
Essential Living Subscription Pricing
| Item | Retail Price | Certification-Day Only Pricing |
Savings |
|---|---|---|---|
| One-time set-up fee | $299.00 | $99.00 | 67% Savings |
| Price per printed/mailed magazine* | $4.99 | $3.99 | 20% Savings |
| Digital E-Magazine & Landing Page** | $40.00 | $20.00/month | 50% Savings |
| Custom design work*** | $100/hour |
*Minimum subscription order is 35 monthly copies
**Available only to Essential Living print subscription purchasers; full service e-mail distribution limited to 1,000 monthly.
***Custom design work includes changes to existing templates, requests to modify artwork you provide or new designs for publication covers.
| Plan Changes and Custom Content Revisions |
|---|
| Change the quantity of your monthly magazine at anytime |
|
Update your custom content at anytime. Changes made after the 1st of the month will appear in the following issue. |
X
Click here for additional custom page samples
Escapes and Experiences Personal Magazine Subscription
Uniquely engineered to produce frequent, authentic “personal” connects with your network to drive deeper personal relationships
Features
-
Your personally branded magazine!
- 32 pages of travel, leisure and luxury content that will engage your network and delight your eyes
- 4 custom content pages to highlight you! (front cover, inside cover, back cover and inside back cover)
- Land in your clients’ inbox 6 times per year.
- Email the digital version to your clients or post it on social media. Click here to see a sample
- Get address exclusivity to be sure you're the only one sending to key contacts in your network
Benefits
-
Use Escapes and Experiences’ targeted mailings to:
- Move your personal relationships with your network from “good” to “great”
- Improve client retention and increase the probability of client referral during the 5-second moment of truth
- Achieve 5X to 15X ROI by retaining one client or getting one referral
FOUR CUSTOM PAGES
|
Front Cover
|
Front Inside Cover
|
|
Back Inside Cover
|
Back Cover
|
Getting Started Is Easy
- Simply choose who in your network to send your magazine to
- You have the option to personalize your front cover, front inside cover, back inside cover and back inside cover. Use our simple templates or come up with your own designs.
Escapes and Experiences Subscription Pricing
| Item | Retail Price | Certification-Day Only Pricing |
Savings |
|---|---|---|---|
| One-time set-up fee | $299.00 | $99.00 | 67% Savings |
| Price per printed/mailed magazine* | $7.99 | $5.99 | 25% Savings |
| Digital E-Magazine & Landing Page** | $40.00 | $20.00/month | 50% Savings |
| Custom design work*** | $100/hour |
*Minimum subscription order is 35 bimonthly copies
**Available only to Escapes + Experiences print subscription purchasers; full service e-mail distribution limited to 1,000 monthly.
***Custom design work includes changes to existing templates, requests to modify artwork you provide or new designs for publication covers.
| Plan Changes and Custom Content Revisions |
|---|
| Change the quantity of your magazine at any time. |
|
Update your custom content at anytime. Changes made after the 1st of the month will appear in the following issue. |
X
Click here for additional custom page samples
Retiring Well Personal Magazine Subscription
Uniquely engineered to produce frequent, authentic “personal” connects with your network to drive deeper personal relationships
Features
-
Your personally branded magazine!
- 36 total pages of world travel, leisure and luxury, retirement stories that will engage your network
- 4 custom content pages to highlight you! (front cover, inside cover, back cover and inside back cover)
- Land in your clients’ inbox 6 times per year.
- Email the digital version to your clients or post it on social media. Click here to see a sample
- Get address exclusivity to be sure you're the only one sending to key contacts in your network
Benefits
-
Use Retiring Well’s targeted mailings to:
- Move your personal relationships with your network from “good” to “great”
- Improve client retention and increase the probability of client referral during the 5-second moment of truth
- Achieve 5X to 15X ROI by retaining one client or getting one referral
FOUR CUSTOM PAGES
|
Front Cover
|
Front Inside Cover
|
|
Back Inside Cover
|
Back Cover
|
Getting Started Is Easy
- Simply choose who in your network to send your magazine to
- You have the option to personalize your front cover, front inside cover, back inside cover and back inside cover. Use our simple templates or come up with your own designs.
Retiring Well Subscription Pricing
| Item | Retail Price | Certification-Day Only Pricing |
Savings |
|---|---|---|---|
| One-time set-up fee | $299.00 | $99.00 | 67% Savings |
| Price per printed/mailed magazine* | $7.99 | $5.99 | 25% Savings |
| Digital E-Magazine & Landing Page** | $40.00 | $20.00/month | 50% Savings |
| Custom design work*** | $100/hour |
*Minimum subscription order is 35 bimonthly copies
**Available only to Retiring Well print subscription purchasers; full service e-mail distribution limited to 1,000 monthly.
***Custom design work includes changes to existing templates, requests to modify artwork you provide or new designs for publication covers.
| Plan Changes and Custom Content Revisions |
|---|
| Change the quantity of your magazine at any time. |
|
Update your custom content at anytime. Changes made after the 1st of the month will appear in the following issue. |
X
Listing in Fortune Magazine
Headliner
Social media/email campaign
Complimentary copy with announcement band
Fortune Market Leaders – Premium
Video
100 Reprints
X
Specifications
- Five Point magazine is an industry publication widely read by real estate agents, mortgage professionals, and insurance agents
- Four-color glossy issues of the publication are mailed out to more than 5,000 professionals in the area each year
- Check out a sample of Five Point magazine
X
Package price: $1,200
Special offer: $400 off when purchased with a Phoenix Magazine print profile
Benefits
- Only 16 Five Star award winners will be featured
- All winners get prominent placement in photo carousel
- Includes direct navigation from magazine’s homepage
-
Packages include:
- A social post to spread the word of your appearance on social media and to your digital network
- Free professional copywriting for your profile blurb
Business Objective
- Win more prospective client presentations
- Expand network / geography
X
Features
- Client Success Representative serves as single point of contact, providing personalized service
- Implementation meeting puts you on the fast track to success
- Professional copywriting service provides first draft for all profiles
- Two-business-day turnaround time guaranteed
X
Features
- Announcement that tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Announcement Video
- Personalized award video with your name, logo, and contact info
- Show why you stand out and are better than your competition
- Include in your digital media
X
Social Posts (4x) and Announcement Email
- Four social media posts promoting you and your award
- Generate likes and shares to expand your audience
- Announcement tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Social Posts (8x) and Announcement Email
- Eight social media posts promoting you and your award
- Generate likes and shares to expand your audience
- Announcement tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Horizontal emblem with years rolled up.
Vertical emblem with years listed separately
Personalized Award Emblem
- Include your award winner emblem on digital media like email signatures and websites, and on print materials such as brochures
- Stand out from your competition by showcasing your award status
- Easily configure the emblem that’s right for your marketing; choose your orientation and file type, as well as how you want your award years displayed.
X
Pro and Platinum packages receive an upgraded double wall plaque
Pro and Platinum packages receive an upgraded double wall plaque
Wall Plaque
- Advertising compliant - includes required disclosures
- Attractive office piece for your “Brag Wall” that highlights your selection as a Five Star award winner
Benefits
- Quickly shows your status as a Five Star award winner and your appearance in the magazine
X
Features
- Electronic versions of your article that appear in the magazine
- Easy to send to clients and prospects which highlight your distinction
- Always online, and always working for you. Clients and prospects can go back to it over and over again!
Benefits
- Highlight your differentiation in a way that other professionals can’t
- Super easy to send, and it can go out to your entire network
- Take the power of your appearance in the magazine and leverage throughout the year
X
Listing in the publication e-reprint
- One winner featured
- Space for brief amount of text
X
Listing in the publication e-reprint
- One winner featured
- Space for brief amount of text
X
Listing in the publication reprint
- One winner featured
- Space for brief amount of text
X
Features
- Your name, contact info, photo and bio featured in the magazine as part of our award announcement section
Benefits
- Stand out from the crowd!
- Harness the power of having your photo seen in the magazine
X
Features
- Includes your photo
- Displays basic contact information including telephone number and website
- Includes award disclsoure
Benefits
- Brings your award status to life by allowing prospects and clients to really see you as a Five Star Professional winner
X
Features
- Large photo area
- Full contact information
- Digital ad "campaign ready" with pixel technology built in
- An area to create content and share about yourself
- Highlight other professional accomplishments
- Click here to see a sample!
Benefits
- An opportunity to highlight and feature yourself as a Five Star Professional where your full persona comes to life
- Show yourself as an expert with your custom content
X
Social Posts (6x) along with 6 Easy-to-Share announcement videos
- Six social media posts promoting you and your award
- Get access to six video files to share to any of your social media channels.
- Generate likes and shares to expand your audience
- Announcement tells everyone in your network that you are an award winner. Initial announcement comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Sample images of social posts, videos and announcement letter
Social Campaign (3X Posts and 9 Videos):
- 3-month social media campaign promoting you, your award and what it means to be an award winner.
- Provide one more reason why you are the right choice!
- Generate likes and shares to expand your audience
- Choose whether you want us to manage the campaign (recommended) or share posts directly from your Essential Engine account.
Announcement Letter and Videos:
- Announcement letter tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
- In addition to videos being part of your social media campaign (above), insert announcement video files from the library on to your website and email signature.
Benefits
- Share your pride in being an award winner and the joy and satisfaction you have gotten over the years providing client’s great service.
- Activate your sphere of influence by encouraging them to share the good news about you … and referring your services.
X
Sample images of social posts, videos and announcement letter
Social Campaign (3x Posts; 5x Announcement Videos):
- 3-month social media campaign promoting you, your award and what it means to be an award winner.
- Provide one more reason why you are the right choice!
- Generate likes and shares to expand your audience
- Choose whether you want us to manage the campaign (recommended) or share posts directly from your Essential Engine account.
Announcement Letter and Videos:
- Announcement letter tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
- In addition to videos being part of your social media campaign (above), insert announcement video files from the library on to your website and email signature.
Benefits
- Share your pride in being an award winner and the joy and satisfaction you have gotten over the years providing client’s great service.
- Activate your sphere of influence by encouraging them to share the good news about you … and referring your services.
X
Award Winner Leave Behinds
- A one-page marketing tool highlighting your award-winning work!
- Profile featuring your photo, contact information and tagline
- Features QR code – set the destination yourself
- 5x5; printed on postcard stock
- Use for client presentation, lead-generation mailers, or as marketing leave behinds
X
Features
- Be the face of your market; have your image and a link to your larger profile appear in rotation on the main page of your home market
Benefits
- Appear to highly engaged users of Five Star Professional's website before they even start searching; ensure your competition doesn't get seen before you do
X
Features
- FSP monthly newsletter
- Hard-hitting whitepapers on hot wealth management topics
- Online forums to share ideas, solutions and opportunities
Benefits
- Enhance your knowledge to grow your business
- Learn new ways of working and new ideas to increase your success
X
Magazine Profile Reprints
Magazine Profile Reprints
Features
- One-page marketing piece highlighting your differentiation!
- Easy to distribute at client meetings, conferences and professional events
- Your profile on one side, and a copy of the article on the opposite side
Benefits
- Highlight your differentiation in a way that other professionals can’t
- Take the power of your profile in the magazine and leverage throughout the year
X
Features
- Tri-fold brochures that highlight your distinction
- Areas for custom created content
Benefits
- Easily communicate your status as a Five Star award winner to clients and prospects
X
Features
- Two-sided postcard that highlights your distinction as an award winner
Benefits
- These ready to mail postcards make prospecting for new clients easier
X
Features
- Advertising compliant - includes required disclosures
- Attractive office piece for your “Brag Wall” that highlights your selection as a Five Star award winner
- Dimensions: 12" x 16"
Benefits
- Quickly shows your status as a Five Star award winner and your appearance in the magazine
X
Features
- Advertising compliant
- Attractive office piece for your “Brag Wall” that highlights your selection as a Five Star award winner
- Dimensions: 17.5" x 15"
Benefits
- Quickly shows your status as a Five Star award winner and your appearance in the magazine
X
Features
- Attractive crystal
- Desk piece for your that highlights your status as an award winner
Benefits
- Quickly shows your status as a Five Star award winner
X
Showcase full-page profile
- Professional photography to get you a signature look!
- Preferred placement in the section
- Eight slots available
- Up to 8 people allowed in photo
- Inclusion in the section cover page
X
Showcase two-page spread profile
- Professional photography to get you a signature look!
- Preferred placement in the section
- Eight slots available
- Up to 8 people allowed in photo
- Inclusion in the section cover page
X
Eighth-page profile
- One winner featured
- Space for brief amount of text
X
Quarter-page profile
- Two winners featured
- Space for brief amount of text
X
Quarter-page profile
- One winner featured
- Space for brief amount of text
X
Quarter-page profile reprint
- One winner featured
- Space for brief amount of text
X
Quarter-page profile e-reprint
- One winner featured
- Space for brief amount of text
X
Half-page profile
- Up to four winners may be featured
- Professional photography included to enhance your image
- Expanded area for text to share your expertise
X
Full-page profile
- Used by teams with up to 8 team members
- Plenty of space to tell your story!
- Professional photography included to give you your signature look
X
Two-page spread profile
- Great for teams of up to 22 people
- Allows you to make a big splash!
- Typically only a few profiles of this size
- Professional photography included to capture your signature look
X
Wall Street Journal Premium Profile
- Limited availability
- Associate yourself with one of the most recognized and respected brands in financial news
- Up to 8 people can be featured
X
Wall Street Journal Standard Profile
- Limited availability
- Associate yourself with one of the most recognized and respected brands in financial news
- Up to 4 people can be featured
X
Forbes Sixth-Page Profile
- Limited availability
- Associate yourself with one of the most recognized and respected brands in financial news
- One to two winners featured, depending on layout choice
X
Social Posts (4x) and Announcement Email - Team
- Four social media posts promoting you and your award
- Generate likes and shares to expand your audience
- Five Star will send an email on your behalf promoting your status as a Five Star award winner
- Announcement tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Social Posts (8x) and Announcement Email - Team
- Eight social media posts promoting you and your award
- Generate likes and shares to expand your audience
- Five Star will send an email on your behalf promoting your status as a Five Star award winner
- Announcement tells everyone in your network that you are an award winner. This comes from us, so you don’t have to be the one “bragging” about your selection
Benefits
- Energize your client base by asking them to congratulate you
- Activate your sphere of influence by encouraging them to share the good news about you
- Engage your clients and remind them of your award-winning status
X
Personalized Award Emblem - Team
- Fully utilize the award in all of your print and digital media
- All of your marketing materials show why you stand out and are better than your competition
X
Video Post
- Five Star Professional will create Facebook or LinkedIn post promoting your award-winning status
- Stand apart from other professionals and boost visibility and engagement online by using high-quality video in your marketing tools
- Videos include mentions of Wall Street Journal and/or Forbes appearance!
X
Associate yourself with premium brands
- Includes listing, e-reprint and announcement letter for Forbes.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Specifications
- Expanded listing
- Professional copywriting
- 100 reprints
Team, firm or corporate promotional opportunities also available.
X
Listing in the publication e-reprint
- One winner featured
X
Your Package
Ad:
Best practice:
Send out your reprints, along with a letter of appreciation, to past clients and others in your networks. Include an extra set of reprints in your mailing and be sure to ask for a referral!
X
Reprint
Reprint (article page)
X
Click here for additional custom page samples
Essential Living Personal Magazine Subscription
Uniquely engineered to produce frequent, authentic “personal” connects with your network to drive deeper personal relationships
Features
-
Your personally branded monthly magazine!
- 36 easy-reading lifestyle content pages that’s sure to stick around in people’s homes
- 4 custom content pages to highlight you! (front cover, inside cover, back cover and inside back cover)
- Email the digital version to your clients or post it on social media. Click here to see a sample
- Get address exclusivity to be sure you're the only one sending to key contacts in your network
Benefits
-
Use Essential Living’s targeted mailings to:
- Move your personal relationships with your network from “good” to “great”
- Improve client retention and increase the probability of client referral during the 5-second moment of truth
- Achieve 5X to 15X ROI by retaining one client or getting one referral
Four Custom Pages and Custom Tear Out Cards
|
Front Cover
|
Front Inside Cover
|
|
Back Inside Cover
|
Back Cover
|
|
First Tear Out Card
|
Second Tear Out Card
|
Cover – includes your photo, logo and contact information
Inside cover, back cover, inside back cover – choose from a variety of pre-existing ad templates to customize or upload your own.
Getting Started Is Easy
- Simply choose who in your network to send your magazine to
- You have the option to personalize your front cover, front inside cover, back inside cover, back cover and tear out cards. Use our simple templates or come up with your own designs.
Essential Living Subscription Pricing
| Item | Retail Price | Certification-Day Only Pricing |
Savings |
|---|---|---|---|
| One-time set-up fee | $299.00 | $99.00 | 67% Savings |
| Price per printed/mailed magazine* | $4.99 | $3.99 | 20% Savings |
| Digital E-Magazine & Landing Page** | $40.00 | $20.00/month | 50% Savings |
| Custom design work*** | $100/hour |
*Minimum subscription order is 35 monthly copies
**Available only to Essential Living print subscription purchasers; full service e-mail distribution limited to 1,000 monthly.
***Custom design work includes changes to existing templates, requests to modify artwork you provide or new designs for publication covers.
| Plan Changes and Custom Content Revisions |
|---|
| Change the quantity of your monthly magazine at anytime |
|
Update your custom content at anytime. Changes made after the 1st of the month will appear in the following issue. |
X
Click here for additional custom page samples
Escapes and Experiences Personal Magazine Subscription
Uniquely engineered to produce frequent, authentic “personal” connects with your network to drive deeper personal relationships
Features
-
Your personally branded magazine!
- 32 pages of travel, leisure and luxury content that will engage your network and delight your eyes
- 4 custom content pages to highlight you! (front cover, inside cover, back cover and inside back cover)
- Land in your clients’ inbox 6 times per year.
- Email the digital version to your clients or post it on social media. Click here to see a sample
- Get address exclusivity to be sure you're the only one sending to key contacts in your network
Benefits
-
Use Escapes and Experiences’ targeted mailings to:
- Move your personal relationships with your network from “good” to “great”
- Improve client retention and increase the probability of client referral during the 5-second moment of truth
- Achieve 5X to 15X ROI by retaining one client or getting one referral
FOUR CUSTOM PAGES
|
Front Cover
|
Front Inside Cover
|
|
Back Inside Cover
|
Back Cover
|
Getting Started Is Easy
- Simply choose who in your network to send your magazine to
- You have the option to personalize your front cover, front inside cover, back inside cover and back inside cover. Use our simple templates or come up with your own designs.
Escapes and Experiences Subscription Pricing
| Item | Retail Price | Certification-Day Only Pricing |
Savings |
|---|---|---|---|
| One-time set-up fee | $299.00 | $99.00 | 67% Savings |
| Price per printed/mailed magazine* | $7.99 | $5.99 | 25% Savings |
| Digital E-Magazine & Landing Page** | $40.00 | $20.00/month | 50% Savings |
| Custom design work*** | $100/hour |
*Minimum subscription order is 35 bimonthly copies
**Available only to Escapes + Experiences print subscription purchasers; full service e-mail distribution limited to 1,000 monthly.
***Custom design work includes changes to existing templates, requests to modify artwork you provide or new designs for publication covers.
| Plan Changes and Custom Content Revisions |
|---|
| Change the quantity of your magazine at any time. |
|
Update your custom content at anytime. Changes made after the 1st of the month will appear in the following issue. |
X
Click here for additional custom page samples
Retiring Well Personal Magazine Subscription
Uniquely engineered to produce frequent, authentic “personal” connects with your network to drive deeper personal relationships
Features
-
Your personally branded magazine!
- 36 total pages of world travel, leisure and luxury, retirement stories that will engage your network
- 4 custom content pages to highlight you! (front cover, inside cover, back cover and inside back cover)
- Land in your clients’ inbox 6 times per year.
- Email the digital version to your clients or post it on social media. Click here to see a sample
- Get address exclusivity to be sure you're the only one sending to key contacts in your network
Benefits
-
Use Retiring Well’s targeted mailings to:
- Move your personal relationships with your network from “good” to “great”
- Improve client retention and increase the probability of client referral during the 5-second moment of truth
- Achieve 5X to 15X ROI by retaining one client or getting one referral
FOUR CUSTOM PAGES
|
Front Cover
|
Front Inside Cover
|
|
Back Inside Cover
|
Back Cover
|
Getting Started Is Easy
- Simply choose who in your network to send your magazine to
- You have the option to personalize your front cover, front inside cover, back inside cover and back inside cover. Use our simple templates or come up with your own designs.
Retiring Well Subscription Pricing
| Item | Retail Price | Certification-Day Only Pricing |
Savings |
|---|---|---|---|
| One-time set-up fee | $299.00 | $99.00 | 67% Savings |
| Price per printed/mailed magazine* | $7.99 | $5.99 | 25% Savings |
| Digital E-Magazine & Landing Page** | $40.00 | $20.00/month | 50% Savings |
| Custom design work*** | $100/hour |
*Minimum subscription order is 35 bimonthly copies
**Available only to Retiring Well print subscription purchasers; full service e-mail distribution limited to 1,000 monthly.
***Custom design work includes changes to existing templates, requests to modify artwork you provide or new designs for publication covers.
| Plan Changes and Custom Content Revisions |
|---|
| Change the quantity of your magazine at any time. |
|
Update your custom content at anytime. Changes made after the 1st of the month will appear in the following issue. |
X
Special Section in Fortune: 2026’s Five Star Legends
Celebrating outstanding professionals who have won the Five Star award 10 years or more
- Featured in the December 2026 / January 2027 issue of Fortune magazine
- Use the power of the Fortune brand to open doors with prospects, reinforce relationships with clients and activate your referral network
Premium Package - $799
- Listing in Fortune magazine
- 100 reprints and e-reprint
- Headliner
- One social post with video
- Complimentary magazine with announcement decal
Sample headliner
Sample social post
New! Premium Plus Package - $1,599
Sample upgraded listing
- Make your listing pop by adding your full-color logo; stand out from the crowd with 3x the space as a normal listing
- Includes all tools in the premium package
Profile Package - $2,420
Sample profile
- Full-color profile (1/12 page)
- 100 profile reprints and e-reprint
- Headliner
- 2 social posts and 2 video social posts
- Complimentary magazine with announcement decal
Sample magazine cover decal
X
Profile reprint
Listing reprint
Headliner
Social media
Complimentary magazine with decal
Video
X
Essential Experiences: $69/month
plus one-time $99 setup fee
Capture and Broadcast Client Testimonials
You get a frequent, effective, drumbeat of testimonial marketing.
Tell prospects what makes you different, in the voice of your clients, helping activate referrals.
We capture client testimonials for you through email and social media.
Email distribution of
Celebration Survey
- Our survey provides one-click “celebration statements” and open-ended questions.
- You upload emails for network contacts you want us to request celebration statements from.
- To get started, at a minimum, we require 10 email contacts.
- We recommend providing emails for those clients with whom you have most recently completed a transaction.
- Need help exporting your email contacts? We can help!
Social Media distribution of Celebration Survey
- We prompt your clients and business partners to celebrate their experiences with you.
Click screen for sample statements
We broadcast great testimonials for you!
- We create up to 6 client testimonials per month and post them to your social media account for you (We post to your social media business account only). The first response from each client includes their name, the rest do not, in order to maximize the celebrations we can share!
- Choose from 7 post styles, including: Professional, Pinteresty, Throwback, Futuristic, Fun, Animals and Illustrations.
- You get your own testimonial landing page.
- Roll up all the essential experiences your clients and business partners have with you onto an SEO-landing page that shows off your best traits.
- Include a link to your testimonial landing page on your website, email signature, and other marketing communications.
X
Pinterest
7 posting styles to pick from!
Professional
Fun
Illustrated
Throwback
Future
Animals
X
Additional Profile Opportunities: The Wall Street Journal and Forbes
Affiliate your brand with some of America's finest publications!
- Choose to profile in either The Wall Street Journal or Forbes magazine and associate yourself with one of the most recognized and respected business news brands in the country!
- Limited availability
- 50 reprints: Printed materials highlight your recognition for use at events or in client presentations
- E-reprint: Share your recognition with your special network
X
Sample Newsletter Email
Inbox Essentials: $45/month
plus one-time $99 setup fee
Deepen personal connections - Drive referrals and repeat business!
Simple four-step set-up process:
Then, you’re on auto-pilot!
We email your newsletter to your contact list per the frequency you select
Sample Newsletter Email
(6+ formats to choose from)
Engaging Lifestyle Content (sample topics)
Guide to Bonsai
Birding Essentials
6 Ways to Upgrade Your Digital Photography
Quick Guide to Interior Design
Travel Fun: A Guide to Dark Sky Parks
A Beginner’s Guide to Minor League Baseball
5 Things Caffeine Does for Your Brain
5 Colors to Make Every Home Happier
My Canadian Getaway
The Best DIY Project for Your Personality
Easy Account Management and Results Tracking
Filter your results by the last 3 months, the last 6 months, the last year or all time.
Sample Landing Page
X
Fortune magazine: 2027 Market Leaders
Use the power of the Fortune brand to open doors with prospects and activate your referral network
Standard Package: $649
- Be featured in February / March 2027 issue of Fortune!
- Listing in Fortune magazine
- One social post
- Complimentary magazine with announcement decal
- Headliner
Premium Package: $899
- Includes all items in Standard package, plus two social posts and 100 reprints
Sample headliner
Profile Package: $1,797
Sample profile
- See your face and your business in Fortune magazine
- Includes premium package products, plus profile and upgraded profile reprints
Fifth-page Profile Package: $4,897
- Have your business and your client approach highlighted in Fortune magazine.
- Includes premium package products, plus fifth-page profile and upgraded fifth-page profile reprints
Sample fifth page profile
Click here to see samples
X
Headliner
Social media
Complimentary magazine with decal
100 listing reprints and e-reprint
Video
X
Profile
Fifth-page profile
100 profile reprints and e-reprint
100 fifth-page profile reprints and e-reprint
Headliner
Social media
Complimentary magazine with decal
Video
X
Click to see Listing Package
Click to see Profile Package
Fortune magazine: Wealth Managers Under 40
Set yourself apart as an award-winning wealth manager under 40!
Section to appear in February/March 2027 issue of Fortune magazine
Millennials’ assets are projected to grow from $1.4 trillion in 2015 to $11.3 trillion in 2030. As someone who is part of the younger generation, you have unique opportunities to connect with them!
Use the power of the Fortune brand to open doors with prospects, reinforce relationships with clients and activate your referral network.
Fortune Listing Package – $990
- Listing in Fortune magazine on the Wealth Managers Under 40 list from Five Star Professional
- 100 listing reprints
- E-reprint of your appearance to share digitally
- Announcement letter highlighting your appearance
- Copy of the magazine
Fortune Profile Package – $4,850
Act now: Limit of 16 profiles!
- Sixth-page profile in Fortune magazine in the Wealth Managers Under 40 list from Five Star Professional
- 100 profile reprints
- E-reprint of your appearance to share digitally
- Announcement letter highlighting your appearance
- Copy of the magazine
Fortune Listing Package
Click to see Listing Package
Fortune Profile Package
Click to see Profile Package
X
E-reprint and 100 reprints
Announcement letter
Complimentary magazine
X
Sixth-page profile in Fortune magazine
E-reprint and 100 reprints
Announcement letter
Complimentary magazine
X
Listing Package in Women in Wealth section
Profile Package in Women in Wealth section
Fortune magazine: Women in Wealth 2026
Stand out from the competition — be one of just a handful of outstanding women wealth managers to be featured in our Women in Wealth section
Fortune Listing Package – $990
- Listing in Fortune magazine in the Women in Wealth section, October/November 2026 issue of Fortune magazine
- 100 listing reprints
- E-reprint of your appearance to share digitally
- Announcement letter highlighting your appearance
- Complimentary copy of magazine
Fortune Profile Package – $4,850
Reserve space today: Limit of 38 profiles!
- Sixth-page profile in Fortune magazine in the Women in Wealth section, October/November 2026 issue of Fortune magazine
- 100 profile reprints
- E-reprint of your appearance to share digitally
- Announcement letter highlighting your appearance
- Complimentary copy of magazine
Fortune Listing Package
Fortune Profile Package
X
Listing in Fortune magazine
E-reprint and 100 reprints
Announcement letter
Complimentary magazine
X
Sixth-page profile in Fortune magazine
E-reprint and 100 reprints
Announcement letter
Complimentary magazine
X
Real Personal Connects Social Media
Pick your service level!
Visit our storyboard to learn more about our content mix strategy and how we help you create real personal connects that move your relationships from good to great.
A Plan to fit Your Business
You know social media is necessary for building your brand, pulling in prospects and growing deeper personal relationships with your network. Save yourself time and strengthen your online presence.
- Our social media plans are uniquely engineered to produce frequent real personal connects with your network to drive deeper personal relationships and trust.
- You will receive weekly prompts on how we can work together to create real personal connects with your network.
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Options to fit your business:
- Three service tiers
- Two content options: Real Estate or Broad Lifestyle
Choosing the Right Plan for Your Business
| Key Plan Features |
Essentials
$29/month
|
Enhanced
$49/month
Plus one-time $99 setup fee
|
Expert
$249/month
Plus one-time $99 setup fee
|
|---|---|---|---|
| Access to library of lifestyle content, refreshed weekly | X | X | X |
| Easy-to-use Editor to create your own "authentic" personal posts | X | X | X |
| Easy-to-use Social Scheduling Calendar | X | X | X |
| Posts shareable on up to 3 of your social media platforms | X | X | X |
| Access to reputation management tools | X | X | X |
| TikTok integration available, with library of videos you can post to the platform | X | X | |
| We schedule 3 posts each week for you (1 being a video) |
You choose :
|
||
| Access to the content library including videos to create/post your own posts | X | X | |
| Long-form articles with personal lead pages (2x per month) | X | X | |
| Assistance with setting up your Facebook and Google business pages, and Shared Workspaces | X | X | |
| Biweekly or monthly meeting with your social media concierge | X | ||
| We manage your Social Scheduling Calendar | X | ||
| One custom post per week (includes video listings) | X | ||
| Custom built target audiences for boosting campaigns | X | ||
| Expand your followers/reach - $50 post boosts included, plus custom-built target demographics/audiences | X | ||
| Inclusion of your brand logo (sample posts) |
Additional $10/per. mo. |
X | |
|
Add Essential Experiences for an additional $39/mo. (43% savings) + additional service fee of $99 is waived. Capture and broadcast up to 6 client testimonials each month, plus get your own testimonial landing page |
$88/mo. for both programs |
$289/mo. for both programs |
|
X
Personalize your posts
Seasonal
Home tips
Inspirational
Events
Lifehacks
Recipes
Proof of production (just listed, just sold)
