Promote your retirement planning services
People are more concerned than ever about saving for a comfortable retirement. Retirement brochures make it clear that you have the know-how to help with retirement planning.
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
Tax Guide — Retirement Plan Choices
Gives an overview of the various retirement plan options now available.
Two Panel — 9" x 8" flat; fold to 9" x 4"
Item #3578 — $ 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 to consider 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-E — On sale $2 per pkg. of 25
