Seminar Invitations FAQs

You get the following:

  • An invitation that will fill your seminar room
  • A biography crafted by a professional editor—makes you sound like a million bucks.
  • Your invitation e-mailed to you in Word format for your review
  • Your invitations printed on high quality laserjet paper
  • Your invitations in stuffed, sealed, and ready to mail in stamped and addressed envelopes!

Click Here to Prepare Your Invitation to Success!

You can mail as many as you want; 3,000 invitations is the minimum order.

Here’s the time schedule for NEW CUSTOMERS:

  • We receive your information and payment and order your mailing list (6 weeks before the seminar)
  • We fax you a proof (5 weeks before the seminar)
  • You fax us back the proof (4 weeks before the seminar. We cannot make up for delay on your end)
  • We ship (UPS ground—about 6 days shipping time) your completed invitations for local mailing (3 weeks before the seminar)
  • You mail the invitation 8-9 days before the seminar

Here’s the time schedule for EXISTING CUSTOMERS:

  • We receive your information and payment (4 weeks before the seminar)
  • We fax you a proof (3 1/2 weeks before the seminar)
  • You fax us back the proof (3 weeks before the seminar. We cannot make up for delay on your end)
  • We ship (UPS ground—about 6 days shipping time) your completed invitations for local mailing (2 1/2 weeks before the seminar)
  • You mail the invitation 8-9 days before the seminar

Not usually, but sometimes it may be possible. E-mail [email protected] or call 800-980-0192 x213 before placing your order. Better still, order your invitations before booking your room.

No, you do not. Download our invitation re-order form, fill it out, and fax it to 925-935-0634. Alternatively, e-mail [email protected] or call 800-980-0192 x213 and say that you already have an invitation on file and would like to re-order it. If you prefer to place your order through the website, please mention in the instructions field that you already have an invitation on file.

You can, but be aware that compliance can take longer than expected and may lead to delays. You might end up having to pay extra for rush shipping, or even have to re-schedule your seminar, losing any deposit you may have placed for your room. We strongly recommend that you put all of your seminar materials through compliance and receive their approval before ordering your invitations; then when you receive your invitation proof, you can give it to your compliance department separately.

You will be faxed a proof in 2 to 7 days after we receive your information and payment. Upon receipt of your proof, you should carefully check it and make any corrections you want using a black or blue PEN as legibly as possible . Once you have made your corrections, please fax the proof to 925-935-0634. Please note that you MUST fax back a signed proof for us to process your order.

Postcard invitations designed for NASD registered representatives. Complete with first class postage as low as $.38 cents each, including list.

Yes, go to the online submission form and use “[email protected]” as your e-mail and “test” as your password.

IMPORTANT: You MUST create your own account to order invitations. If you use the test account, your order will NOT be processed and your information may not be intact when another customer tests the system.

As a rule of thumb, we need to have your approval on a final proof not less than four weeks before the date of your seminar. If you wait any longer than that, you risk incurring extra charges for rush shipping.

You should use a professional quality photograph for you invitations. Check that the photographer has taken many executive photos. We highly recommend that you have your picture taken in black and white by a professional photographer. You should wear a suit and tie, and we suggest that the picture be a bust shot. Click here for examples of good photographs.

To digitize your photograph, take it to a copy shop such as Kinko’s, and ask them to scan it for you. Your picture should be saved as a 2″ wide by 3″ tall .jpg, .tiff, or .gif/dis format at 300 DPI (Dots Per Inch). Have them save it to a floppy disk or CD. When you are filling out the invitation creation form and are asked to upload your picture, click the “Browse” button and select your picture in the window that appears: click once on the picture, and then click on the “Open” button.

Please make sure the information sent to us is correct the first time. If you need to make changes after you have approved your invitation (other than errors we have made in typesetting) there is a fee to do so.

Some compliance departments want to change more of the wording than others. If you already have a compliance-approved version of your invitation, e-mail it to [email protected] as an attachment.

If you don’t, wait until you receive your first proof from us and submit it to compliance. Once we know what your compliance department’s requirements are, we can change the wording of the invitation as needed.

(Note—we cannot make up for delays on the part of your compliance department once the proofing process is underway. Please allow plenty of time for the compliance review. Also, any changes made after a final proof has been approved by you will incur a $100 typesetting fee).

Yes, postage is included in the price of this service.

No, we obtain a mailing list for the zip codes you select. The cost of the mailing list is included in the price for the invitations.

We purchase your mailing list for you as soon as we receive your order. If you need to change the location of your seminar after you place your order, we suggest you find a new location that will work with the set of zip codes you’ve already provided us with; otherwise there will be an additional cost to you for a second mailing list. Please contact the invitation department at [email protected] if you have any uncertainty about what zip codes to use.

How you will be affected depends on where you live. We strongly suggest that you contact your local Attorney General’s office before phoning your prospects, as regulations may vary. You are responsible for complying. Fines for non-compliance can be up in the tens of thousands of dollars in some states.

The mailing lists we provide as part of the Turnkey Invitation System will no longer come with phone numbers. If you would like to use a mailing list that includes phone numbers, you may purchase one yourself and e-mail it to us for use in printing your invitations; if you do this, you will receive a $90 discount on your invitation order. For guidance in ordering a mailing list, please see your seminar system binder or contact the Invitations department at [email protected].

Over the weekend of October 13, 2001 the postmaster general warned people not to open mail without a return address. Until now, envelopes with no return address were opened more frequently than those with return addresses. Now the rules are different. For the invitations we prepare for you we advise you to give us the return address information as follows in the comments section of the invitation creation form:

Do NOT use a return address such as:
“ABC Securities
1515 Smith
Smithtown, CA 99999”

People will throw out, unopened, solicitations from securities firms and insurance companies. Therefore, your return address should either omit the name or use your personal name:

“1515 Smith Street
Smithtown, CA 99999”


“John Doe
1515 Smith Street
Smithtown, CA 99999”

We re-use the same list three times. Larry Klein, who has done seminars for 15 years and raised $1 million+ per seminar, uses his lists from 4 to 9 times. Since even the best mailing houses refresh their lists every 90 days, it makes no difference to obtain a “new” list each month when it’s not really new. Plus, the repetition to the same people is important. Even if you do not do a seminar every month, the list is reused three times for the positive repetition impact.

We purchase the mailing list just like you would. Any questions about the content or quality, as well as technical questions, must be addressed to the mailing list company. The two mailing companies we use to buy your mailing lists are CIS and Americalist, based on what seminar you are using. Please refer to your Seminar binder to see what mailing list company you should be using and call them.

Please call our invitation support line 800-980-0192 x213

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