Financial planning brochures encourage client action
Spur clients and prospects to action with thought-provoking financial planning brochures. You'll cross-sell your financial planning services and generate year-round fees for your firm.
Can You Afford Retirement?
Money is vital for a comfortable retirement. Let your clients know that you can help them plan for it. Includes a form that estimates a client's retirement needs.
Three Panel — 8.5" x 11" flat; fold to 8.5" x 3.66"
Item #3513 — $ View price chart
Is Your Estate in Order?
Available when estate legislation passesExplains why estate planning is needed for both tax reasons and family security. Includes a form that estimates the value of a client's estate.
Three Panel — 8.5" x 11" flat; fold to 8.5" x 3.66"
Item #3516 — $ View price chart
What's Your Financial Plan?
Help your clients take control of their financial life by understanding the importance of having a plan. A simple form inside the brochure gathers preliminary financial data.
Three Panel — 8.5" x 11" flat; fold to 8.5" x 3.66"
Item #3512 — $ View price chart
How to Keep More of What You Make
A guide to basic tax-saving techniques. Includes a handy checklist of often-missed deductions, credits, and elections. Gives readers suggestions on how to get the most value from your professional tax and accounting services.
Three Panel — 8.5" x 11" flat; fold to 8.5" x 3.66"
Item #3824 — $ View price chart
Roth IRA Conversions: What you need to know
This must-read brochure reviews the basic differences between Roth and traditional IRAs and explains the 2010 rule change on Roth IRA conversions. Discusses the factors that must be considered in making the conversion decision, including taxes, partial conversions, and recharacterizations. The brochure encourages clients and prospects to contact you for a Roth IRA conversion analysis.
Three Panel — 8.5" x 11" flat; fold to 8.5" x 3.66"
Item #3825 — $ View price chart
19 Things You Should Know About Identity Theft
According to the National Taxpayer Advocate, tax-related identity theft is on the increase, with new scams and cons surfacing almost daily. This brochure will alert readers to the problem, the many forms it takes, and the ways to avoid becoming a victim.
Three Panel — 8.5" x 11" flat; fold to 8.5" x 3.66"
Item #3242 — $ View price chart
