Financial Planning Brochures

Financial planning brochures encourage client action

These thought-provoking financial planning brochures spur clients and prospects to action. Easy-to-complete forms inside each brochure help your clients take the initial steps to get started with financial planning.

Debt Management

Identifies excessive, poorly managed debt as a major obstacle to financial security. Gives sound advice for sensible debt control. Includes comment on recent bankruptcy law.

#3429 — $ View price chart

Select imprint option and quantity:

	Imprinted and Folded
	Additional imprinting fee —
	$26 up to 100 brochures/postcards. $6 for each additional 25.
	No Imprint — Shipped Flat

Education Planning

Covers tax-favored ways to save and pay for college.

#473 — $ View price chart

Select imprint option and quantity:

	Imprinted and Folded
	Additional imprinting fee —
	$26 up to 100 brochures/postcards. $6 for each additional 25.
	No Imprint — Shipped Flat

Can You Afford Retirement?

Assures clients that you can help them plan for a comfortable retirement. Includes a worksheet to estimate a client's retirement needs.

#3513 — $ View price chart

Select imprint option and quantity:

	Imprinted and Folded
	Additional imprinting fee —
	$26 up to 100 brochures/postcards. $6 for each additional 25.
	No Imprint — Shipped Flat

Is Your Estate in Order?

Discusses the importance of estate planning for family security and personal satisfaction. Includes a worksheet to estimate the value of a client's estate.

#3516 — $ View price chart

Select imprint option and quantity:

	Imprinted and Folded
	Additional imprinting fee —
	$26 up to 100 brochures/postcards. $6 for each additional 25.
	No Imprint — Shipped Flat

What's Your Financial Plan?

Explains the importance of having a financial plan. Includes a form for preliminary financial data.

#3512 — $ View price chart

Select imprint option and quantity:

	Imprinted and Folded
	Additional imprinting fee —
	$26 up to 100 brochures/postcards. $6 for each additional 25.
	No Imprint — Shipped Flat

Tax Guide for Divorce

This brochure covers property settlements, alimony, child support, dependency exemptions, sale of residence, retirement accounts, wills, and estate planning.

#3401 — $ View price chart

Select imprint option and quantity:

	Imprinted and Folded
	Additional imprinting fee —
	$26 up to 100 brochures/postcards. $6 for each additional 25.
	No Imprint — Shipped Flat