By hiring Long Term Clients Ltd. to prepare your personalized client greeting cards and envelopes, you are not disclosing confidential client information. Individual client permission is not required to provide an outsourced printer with client mailing list information.
Just as a brokerage company or bank hires professional printers to prepare client statements, we print personalized client greeting cards on your behalf.
Our printers work under strict confidentiality and non-disclosure agreements. They routinely handle sensitive client information for major banks and credit unions, where client confidentiality is of the highest concern.
Your client mailing list is fully encrypted when uploaded to our printer’s server. The information you upload can be saved or deleted, it’s up to you.
Client Privacy Option: We give you the option of uploading only your clients’ first names, and nothing else. That way you can still have each card personalized without uploading any client address information.
We use Secure Socket Layer (SSL) technology, an e-commerce standard for website safety and protection.
SSL is an encryption process designed to prevent unauthorized people from seeing data sent to or from the site. All client list information, and all purchasing information, including credit card numbers, are safe from interception.
We guarantee your client mailing addresses will be kept strictly confidential and will never be made available to any party besides the Note Coach you work with, and our printing production partners.
Work online with us in confidence. Uploading client mailing data and ordering personalized client greeting cards online with us is safe and secure.
The writing assistance provided to me by my Personal Note Coach has been fantastic. You people are true wordsmiths – and you understand the advisor-client relationship. Your focus from the start has always been on making my client notes word perfect.
D. A. S, CFP, New York
We received the cards in good order. We are very pleased with them. We thank you for making it easy for us. We hope you and yours have a wonderful Thanksgiving season!
Sales assistant to a good guy
