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.
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
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
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
Keep More of What You Make!
A guide to basic tax-saving techniques. Includes a reminder checklist of tax deductions and credits clients can use to cut their taxes and keep more of what they make.
Three Panel — 8.5" x 11" flat; fold to 8.5" x 3.66"
Item #3824-E — $10 per pkg. of 25
Tax Guide for Marriage
Getting married can have a significant impact on a person's tax situation. This brochure covers the marriage benefit/penalty issue, telling those contemplating marriage to schedule a tax session before taking that trip down the aisle.
Two Panel — 9" x 8" flat; fold to 9" x 4"
Item #3259-E — $10 per pkg. of 25
Tax Guide for Divorce
This brochure covers property settlements, alimony, child support, dependency exemptions, sale of residence, retirement accounts, wills, and estate planning.
Two Panel — 9" x 8" flat; fold to 9" x 4"
Item #3401 — $ View price chart
Education Planning
Covers tax-favored ways to save and pay for college.
Three Panel — 8.5" x 11" flat; fold to 8.5" x 3.66"
Item #473-E — $10 per pkg. of 25
