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BizActions LLC, the nation's leading provider of electronic newsletters for Certified Public Accountants, has formed a partnership with The Professional Advisors Alliance (PAA) to offer their members an efficient and flexible way to enhance relationships and generate leads by creating a Financial Services Newsletter for you.

BizActions is the approved e-Newsletter provider for the Professional Advisors Alliance (PAA).
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 BizActions has created a newsletter specifically for CPAs and Law Firms who would like to expand their focus to include promoting Financial Services.
  • Newsletters for both licensed and un-licensed firms.
  • BizActions financial services articles have been FINRA reviewed.
  • As a member of the PAA, your firm is eligible for a Special Reduced Rate of only $2,500 per year when you purchase BizActions. And the best news - it is paid from your PAA marketing budget.
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What's included?
Content
  • Licensed Firms: Each e-Newsletter issue includes two Financial Services articles.
    ALL articles have been FINRA reviewed.

  • Unlicensed Firms: Each e-Newsletter issue contains the same content as the Licensed Firms
    - PLUS Timely Opportunity articles and the ability to add Custom content and has access to an inventory of Financial Services and CPA specific banners.

  • The Financial Services articles are pulled from following Financial Services Industry Channel categories: Money Matters, Investment Strategies, Retirement Planning, Stocks & Bonds, Estate Planning, 401(K) Plans & IRAs, Tax Planning and Insurance.
  • BizActions articles are all original and professionally written by experts in the field.
Design and Delivery
  • Newsletter sent monthly on the same day and time.
  • Newsletter masthead is unique to each firm (includes firm logo, phone & URL, and PAA logo).
  • BizActions ensures that every e-Mail Newsletter is CAN-SPAM compliant.
  • Unlimited number of e-Newsletters delivered per month at no additional charge.
Reports
  • Each participating firm has access to a host of detailed database, delivery and activity reports.
  • Recipient click activity and reports can be easily accessed from an individual's desktop via BizActions Dashboard.
Security
  • No firm can see the details, activity or database of any other firm.
  • Each firm has their own log-in.
  • Each firm uploads their own database or names, mail and email addresses.
  • BizActions is audited annually by a CPA firm on privacy policies and has earned the Web Trust Seal.
Customer Support
  • Assigned, live, US-based Customer Support Representative.
  • Group training from both online Webinars and online video training modules.
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Financial Services (FINRA Reviewed) - Article Samples:
Five IRA Pointers
Now is a good time to take a fresh look at your individual retirement accounts. Between the increased contribution limits and the Treasury Department's minimum required distribution regulations, you'll probably want to make some changes to your IRAs. Click "Full Article" for some of the factors to consider.
Link to Full Article from 401(K) Plans & IRAs category.
Smart Ways to Cover Your College Cost Needs?
Are Section 529 Plans the best thing since sliced bread? For a majority of upper-crust families, they’re the toast of the college-funding town. But typical families face more difficult choices in slicing up their investment-dollar bread. Here’s what to consider when planning to pay for your child's or grandchild's college education.
Link to Full Article from Investment Strategies category.
Why Do Bond Prices Fluctuate?
If you hold a bond to maturity, you receive the full principal amount. However, if you want to sell before maturity, you will probably find that your bond is selling at a premium or discount to that amount. Why do these bond price fluctuations occur? Click "Full Article" for the answer.
Link to Full Article from Stocks & Bonds category.
Is Gifting Still a Valid Strategy?
An annual tax-free gifting program is often recommended to help reduce the size of a taxable estate. But changes in the estate tax laws may make you wonder whether this is still a valid estate planning strategy. Read on for details.
Link to Full Article from Estate Planning category.
Investing in a Tax-Efficient Manner
During periods of uncertain returns, it becomes even more important to consider other ways to increase your portfolio's value. Using strategies that will defer the payment of taxes for as long as possible can make a substantial difference in your portfolio's ultimate size. Consider these tax-efficient strategies.
Link to Full Article from Tax Planning category.
Let an Umbrella Policy Be Your Safety Net
If you have homeowner and auto insurance policies, you may think you are well protected. But these policies generally have limits that can easily be exceeded if you're found liable in an accident. Where does that leave you? Read the "Full Article" to find out what your exposure is and how you can bridge the gap with a personal liability umbrella policy.
Link to Full Article from Insurance category.
Financial Services - Tower, Button & Banner Samples:
                     

Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc.
(HTK) Registered Investment Advisor, Member FINRA/SIPC.
600 Dresher Road, Horsham, PA 19044.
HTK is a wholly owned subsidiary of Penn Mutual.
Professional Advisors Alliance is a Service Mark of Hornor, Townsend & Kent.

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