Advisor Newsletters

To review past newsletters, please select from the issues below. If you have questions or would like to suggest a future newsletter topic, please send an email to newsletters@julyservices.com.

 
November 2020
November 2020

JULY is excited to announce the expansion of our 3(16) ..

August 2020
August 2020

This special virtual event is for financial advisors lo ..

May 2020
May 2020

The Coronavirus Aid, Relief, and Economic Security Act ..

February 2020
February 2020

The SECURE (Setting Every Community Up for Retirement E ..

November 2019
November 2019

We are excited to announce the release of JULYPortal! J ..

August 2019
August 2019

In order to keep your plan information fully confidenti ..

May 2019
May 2019

The technology team at JULY has been hard at work build ..

February 2019
February 2019

This is a reminder that JULY surveys all advisors with ..