Get Started | Investment Planning Counsel | Jackson Advisor Marketing

We will use this information to get back in touch with you, to set up your client account and for your personalization in the newsletter. Don’t worry – you will have a chance to review and approve your contact information, personalization, and order details before we process your order.

Step 1: Provide your contact information

First Name *

Last Name *

Company Name *

Dealership Name

Address *

City *

Province *

Postal Code *

Telephone *

Email *

Assistant Name

Assistant Tel

Assistant Email

Step 2: Customize your newsletter

TOP BANNER: choose 1:

I will use the IPC “Advisor” banner (included in price)

I would like to have my own custom banner

LEFT BANNER: after you submit your form, we will contact you to setup your custom newsletter. The most efficient will be for you to share in an email or a Word file how you would like your left banner to look like. Please prepare pictures in the highest resolution you have available.

We have a seasonal message available each quarter but you’re welcome to use your own message.

I will use the regular seasonal message (inquire to see this issue’s message)

I would like to have my own custom banner

Step 3: Provide your order details

VERSION	PRINT QUANTITY ¹	FOLDING ²	PDF VERSION
Investing (IIROC advisors)
Mutual Funds (MFDA advisors)
¹ Not included shipping cost of $17.99 per quarter. Minimum order 100 copies. ² Folding option cost of $17.99 per quarter.

PRICING PLAN: choose 1:

Annual Plan. Order all four issues for the year and get our best price of just $1.49 per print copy and/or $149 for the PDF version. You’ll make one annual payment upfront and receive your issues each quarter with no additional effort required.

Issue-by-issue Plan. For the ultimate in flexibility, order each issue as your go and pay just $1.89 per print copy or $189 for the PDF version. You’ll be charged for only the issues you decide to order when you order them.

Product/Service		Issue-by-issue plan	Annual plan
Print newsletter		$2.10 per copy	$1.65 per copy
	Shipping per order	$35.00	$35.00
	Folding¹ per order	$21.00	$21.00
PDF newsletter		$210	$165

One-time Fees	Issue-by-issue plan	Annual plan
Account setup²	$110	$110
Image change³	$55	$55
Title banner change⁴	$90	$90
Back Order Fee⁵	$70	$70

¹ Newsletters are folded for you to fit a size #10 envelope.
² One-time setup fee to account for the time required to create your custom pages 1 and 4.
³ Copy changes in your custom pages 1 and 4 are complimentary. Headshot(s) and logo(s) are subject to this $55 fee. If you change several images at once, the fee is only applied one-time.
⁴ You can change the “IPC Advisor” title banner with your own. Please contact us to know the specs requirements to supply your custom title banner. If you need Jackson Advisor Marketing help with the design of a custom title banner, we can help and we will communicate a quote based on requirements. ⁵ If you would like to order a previous issue of our newsletter, there is an additional $70.00 fee to add to the total of your order.

Step 4: Submit