It's Your Money
Informed clients are greatfull clients
Great practices provide great information. These handy brochures help your clients keep more of what they have.
- Mail to prospects to build your client base
- Use to cross-sell other services to current clients
- Display in your reception area
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72-1481 Identity Theft Alert Brochure
Tax-related identity theft is on the increase, with new scams and cons surfacing almost daily. This brochure alerts readers t...
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72-8011 How to Keep More of What You Make Brochure
Includes a valuable checklist of often-missed deductions, credits, and elections that can mean substantial tax savings to you...
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72-8031 Retirement Plans - What's the Right Choice for You? Brochure
Brochure gives your clients a brief introduction to the various retirement plan options available and encourages them to cont...
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72-8121 Estate and Gift Taxes Brochure
This brochure gives your clients an overview and a basic explanation of the current rules on estate and gift taxes to ensure...
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72-8131 Is Your Estate in Order? Brochure
Brochure covers the importance of estate planning for both tax reasons and family security. Includes a form that estimates th...
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72-8141 Can You Afford Retirement? Brochure
Help clients take control of their finances by understanding the importance of having a plan. Includes a form that estimates...
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72-8501 What’s Your Financial Plan Brochure
The key to reaching financial goals is understanding the importance of having a plan. A simple form inside the brochure gathe...
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