An Email System That Builds Your Business and Your Income

Why use TMS?

Client email marketing —
fast, easy, and personal

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Continuously reaching out to clients, prospects, and centers of influence is an essential practice that every financial professional should be implementing.

Liberty’s Turnkey Marketing System (TMS) is a powerful personalized email and/or print marketing tool that allows you to automatically communicate with every contact in your database.

Your financial content library —
written by financial professionals

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TMS Users have a complete financial library of articles, newsletters, reports, announcements, quick notes, greeting cards, and more.

Liberty researches and writes all of the financial content, and then it’s personalized for you by the TMS system.

Liberty Publishing will work with your compliance and legal departments to make certain that all pieces are approved for use.



The Set-It-and-Forget-It (SIFI) Wizard —
the answer to saving time and money

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The TMS SIFI Wizard automatically organizes email campaigns (by contact list) and then sends the email campaign according to a yearly calendar.

You have complete control over every contact and every email sent. It’s that simple!

Designed and Created for

Individual Practitioners

  • Financial Planners/Advisors
  • Insurance Agents – Life/Health/DI/LTC
  • CPA/Tax Professionals
  • Business Fringe Benefit Planners
  • Registered Investment Advisors
  • P&C Insurance Agents
Enterprise Users
  • Banks, Insurance Companies, Broker Dealers, Credit Unions
  • Financial Associations and Producer groups