Client Services

We update our booklets annually.  Or, in the case of some major tax or financial change, we will update sooner.

After the update (always complete by January 15) before you print your booklets again, you want to “republish” so that you are printing the most recent version.

 

1.       Log into your account at advisorbooklets.com

2.       Click “Publish” on the left

3.       Print your booklets as you normally would

 

Video if you need it:  http://screencast.com/t/xz3kNpHc

You can always tell if you have republished and are printing the current version as you will see the correct year on the booklet

 

 

 

 

Hi Jim,

 

You may download the word version of the booklets and edit/update them as your compliance department desires.

 

Please note that you won’t be able to re-upload edited booklets to our system. You would need to send e-booklets manually.

 

Word version of booklets: https://www.SeniorLeads.com/app/docs/booklets.zip