Beautiful content branded to you,
Created by CFP®, CLU professionals

If you want your online marketing to generate prospects, having a website is not enough. You need to stay in touch with prospects, and the most effective way to do this is through email marketing.

Let’s face it, as an advisor; you’re not visiting your website every day. Neither are your prospects or clients, so you must reach out to them. The purpose of an email newsletter is to stay top of mind so that when your prospect is ready to purchase life insurance or talk retirement planning, the first person they think of is YOU.
All our email newsletters are designed to nurture your prospect, client, and centres of influence. Every email is written in a way to provide value to them with a clear call to action to book a meeting with you.

For advisors, it can be time-consuming to put together the financial content, and that’s what we’re here for. At Financial Tech Tools we: 

  • Provide the financial content 
  • Design the email
  • Deal with compliance
  • Send the email out upon your approval

The result is an email newsletter that reminds your prospects, clients, and centres of influence that you are the go-to for insurance and investments.

Our email newsletter process is simple. We do three meetings:


We get to know you and your business.
(60 min.)


We provide you with an annual content plan and a draft of your email newsletter.
(30 min.)


Review the content. Submit to compliance. 
(30 min.)

What happens after the email newsletters are sent?

  • We provide you with a report on who opened your email, how many times they opened your email and how often they clicked on your email.
  • We also embed your newsletter sign-up form on your website.
  • Update your email subscribers
  • Next time your prospect thinks of insurance or investments. They think of YOU immediately.

Newsletter Pricing

email newsletter

$159 Setup

Professional newsletter created by financial industry experts.


  • Email Newsletter Setup
  • Personalized monthly e-newsletters to clients and prospects
  • Detailed analytics on your email newsletter including open and click rates

Managed Website & Email NEWSLETTER

$999 Setup


Professional website and monthly email newsletters sent to your prospects and clients.


  • Everything included in Email Newsletter
  • Templated website with up to 2 hours of customization
  • Content by CFP, CLU, CHS, EPC Industry professionals
  • Infographics
  • Videos
  • Calculators
  • Articles
  • Marketing Plan
  • Personalized Branding
  • Compliance
  • Responsive Website
  • Site Archiving
  • Dedicated Support
  • Daily Backups
  • Daily Scans
  • Uptime Monitoring
  • Theme Updates
  • Plugin Updates
  • Analytics
  • Up to 30 minutes changes per month

Are you still not convinced?

We don’t want to tell you how awesome we are; we’ll let our advisors tell you:

Roberta Herod
Roberta Herod
I have worked with Angelina for several years. She is easy to work with, knowledgeable and generous in spirit. She works hard to understand your specific needs and restrictions around a financial website. The posts created by her company are smart, timely and can be tailored to you website. I highly recommend Angelina and her team for a financial website.
Yong Choi
Yong Choi
Angelina, Alana and Alex were quick, courteous and very helpful. They helped me build my own website. I am incredibly pleased with the quality of AAA++++++ customer service provided to me. They handled my numerous queries and revisions in a professional manner.
Paul Haslam
Paul Haslam
Top notch organization with terrific service and knowledge base.
Bettina MacConnell
Bettina MacConnell
I feel so fortunate to have such a fantastic website! Plus Angelina has been instrumental in helping me to fine-tune my website so that it operates efficiently and is user-friendly!
Chris Hamilton
Chris Hamilton
I started working with Angelina in 2010 before I sold my book of business to a larger firm. I recently bought the book of business back and immediately called Financial Tech Tools to help me get my website, social media and email set up. They have done a fantastic job. They literally are the 'Insurance and Tech Nerds'. I highly recommend using there services if you are an insurance advisor as they know the business extremely well and they know what clients want/need to see. The website they set up for me is absolutely amazing. 5 stars all the way!
John Ward
John Ward
First and foremost, I am thrilled with the results of the website! Secondly, Angelina was always pleasant, professional and prompt in our communications and her deliverables. Often, she went the extra mile in her thoughtfulness of what I was implicitly trying to accomplish with the site and for quick turnarounds on the tweaks and changes before launch. I highly recommend her services. I could not be happier than I am with the results of this collaboration and with the bang for the buck I received.
Tami Romanchuk
Tami Romanchuk
Angelina and her team have been AMAZING! Her energy is magnetic and makes her an absolute pleasure to work with. Angelinas expertise has helped in surpassing my marketing goals. I highly recommend Financial Tech Tools to anyone looking for some help with their marketing!
Yogesh Sheta
Yogesh Sheta
Angela is Awesome, very professionals, creates eye catching infomercials. committed to her profession. communicates very well. I am glad i have an opportunity to work with her.
Blessie Manders
Blessie Manders
Angelina is simply the best on what she does. She is very knowledgeable and professional. She made the process of building my website easier than I thought, she is patient and took the time, listen and address all my needs for my website. I would definitely recommend her.

Examples of Email Newsletters

email newsletter examples