Client Services

How to Create, Personalize and Print and Send Your Booklets 15

• How to create and personalize booklets
• How to Print Your Booklets
• Your envelope for the booklet
• Print website address in booklets
• Booklet formatting - bullet points

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Ebooklets--how to send 3

• Two ways to send an electronic copy of your booklets (ebooklet)
• Can I post the booklet and the newsletter on my web site?
• booklet autosend feature

Compliance Issues with Using Booklets 6

• Compliance - Three Options
• Modify or customize text of booklets
• use of booklets and copyright
• other agents with your company
• Sample Booklets

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Modify Booklets 3

• If your BD requires you to modify the booklet content
• change booklet size to 8.5 x 5.5" format
• booklet cover design

Purpose of booklets 1

• Purpose orf booklets