Help your clients and prospects be better-educated financial consumers


The Merrill Anderson Company in partnership with Cetera Financial Group has developed a series of financial education brochures to assist the advisors of all Cetera Financial Group broker-dealers in their client service and business development efforts. These objective, informative brochures cover a wide range of topics, answering some of the routine questions that you may receive on a daily basis.

Transition Booklets for life's financial turning points

Newest additions to the series
Planning Your Social Security Benefits
Tax-Preferred College Savings Choices
Facts You Need to Know About Taxes

Personalization Options

  • Advisor contact information, including photo if desired
  • DBA, program logo or firm logo
  • Private label, fully custom designed and printed
Questions or Problems?
Call Sirvydas at 203-377-4996, ext.103,
for a quick resolution.