A Penny Saved is a Penny Earned.


Use Loose Change® to give your clients and prospects the information they need to manage their personal finances. The content focuses on basic financial planning concepts to help them establish good financial habits. It will educate, engage, and entertain with its light-hearted illustrations and easy-to-read articles.

Personalize your newsletters with your photo, company logo, and contact information to stay top-of-mind as the trusted professional. Our NEW double open-faced envelope enhances your brand awareness while preserving the integrity of your mailed newsletter.

Program Details:

  • Large 4-page design, 8 ½” x 14”
  • Available in Print or Electronic format
  • Direct Mail Services – includes postage, folding and inserting into 6" x 9" double open-faced envelope
  • Multiple Masthead Color Choices (Green, Orange, and Black)
  • Published six times per year (bi-monthly)
  • FINRA Reviewed
  • Matching Calendar available

Your newsletters can be mailed directly to your clients and prospects or bulk shipped to you.

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A HTML that allows you to link to your website.

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Loose Change

Click on the picture to see our Loose Change Newsletter version in action.

CHECK OUT Loose Change®

Personalize with your color photo, logo and contact information

Include broker-dealer disclosures, if required

Four full color pages with light-hearted illustrations

Choose between three different masthead colors

Mail in a double-open faced envelope for increased brand awareness


Loose Change® CALENDAR

To the MOON we go in 2022! Help your clients launch their financial future by providing them a boost with valuable financial information each month. This calendar provides basic financial planning concepts in a unique, light-hearted way to help them form healthy financial habits 365 days a year. Personalize the calendar with your color photo, logo and contact information on every month.

  • 11” x 8.5” opens to 11” x 17” Wall Calendar
  • January to December
  • Preprinted or Blank 9” x 12” envelopes available
  • Matching newsletter available
  • FINRA Reviewed
Sample Order Form


Head Office

LTM Marketing Specialists LLC

45 Prospect Ave

Albany, NY 12206