We create and deliver customized communications to our client's customers and prospects in the insurance, financial services and tax industries. Our goal is to help our clients develop loyal relationships and educate their clients through communications programs that help brand them as the trusted advisor. Our marketing solutions and programs do that through strategic and on-going touch points with their customers and prospects.


  • Financial Professionals
  • Insurance Professionals
  • Tax and Accounting Professionals
  • Corporate Marketing Professionals


  • Cross Media Marketing Campaigns
  • FINRA Reviewed Content
  • Monthly Direct Mail Touch Points
  • Database Email Marketing
  • Prospecting Direct Mail Campaigns


Identifying new clients that fit your ideal customer profile is a challenge every business owner struggles with. Our new Automated Prospecting Program is a turnkey solution that helps you target the individuals and families that best fit your business through our refined data sourcing model. This program will generate more qualified leads for you each month.


Stay at the forefront of your client's mind with our NEW multi-channel 12 Month Marketing Program. Upload your clients list and we take care of the rest! Each month your client will receive a piece of mail from you, customized to your brand. From our informative and educational newsletters to referral requests, these pieces are designed to catch your client's attention and keep them in touch with you, their trusted advisor.

This turnkey solution is perfect for an advisor just starting out or for an established firm that wants to automate their client marketing. Each touchpoint is personalized with your photo, logo and contact information.

Let's Talk Money®

Focuses on life insurance and financial service content. This bimonthly newsletter is a cost-effective communication program to stay in touch and build relationships with clients and prospects. Multiple versions available. FINRA Reviewed.

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Loose Change®

Focuses on basic financial planning concepts. This newsletter is produced bimonthly to help clients and prospects establish a solid foundation of good financial habits. FINRA Reviewed.

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Focuses on accounting, tax, financial and business articles. This monthly newsletter is an effective practice building communication to engage both clients and prospects.

Tax Planning Guide

2024 Tax Planning Guide

Use this annual tax planning booklet to connect with your clients and prospects to learn how their personal situation may have been impacted during these unprecedented times. This concise guide will help educate them on the recent tax law changes and the cost of living adjustments (COLA).

Position yourself as the trusted professional while reinforcing your brand with these personalized, concise easy-to-read booklets. These 32-page booklets are perfect bound for a professional high-quality look and feel.

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LTM Client Marketing specializes in crafting and distributing effective marketing and communication solutions for financial planning, insurance and accounting professionals.

We have decades of experience in financial services client marketing. Each member of our team ensures that the high-quality, custom products developed and distributed on behalf of our clients not only keeps clients top-of-mind, but propels them to excel in their strategic business objectives.

LTM Client Marketing focuses on highly-effective customized financial service newsletters, greeting cards, calendars, postcards and other targeted marketing products, from concept to compliance, and production to distribution.

State-of-the-art digital presses ensure that newsletters and printed marketing pieces reflect the specific content and professional image our clients covet. The option of distribution directly to USPS, or to clients for self-distribution, adds the final level of turnkey client convenience to our LTM Client Marketing print services.

LTM Client Marketing aligns our extensive financial services marketing experience to your professional aspirations, connecting you with your clients to reinforce and expand upon successful, profitable client relationships.


LTM Client Marketing staff includes a client services team that places customer success as our paramount objective. Product development is supported by a seasoned design and editorial team with decades of financial newsletter experience. Essential to financial planners, we also provide compliance support filing newsletters with FINRA and compliance departments as required. This ensures newsletters are professionally vetted and approved before distribution, for complete peace of mind.

Anthony Penree


Direct: 1-518-870-1081

Karen Petrucco

Account Manager

Direct: 1-518-870-1082

Alison Brew

Account Manager

Direct: 1-518-870-1083


Home Office

LTM Marketing Specialists LLC

236 Broadway

Albany, NY 12204

1 - 800-243-5334