Consumer Products: For use by Financial and Tax Professionals
Customers like our Consumer Products because of one main reason, which is “ We provide simplified explanations of the complex language of the tax code”. The end result is that the material can be understood by even the most “non-tax-savvy” and “ non-financial-savvy” individuals.Consumer Brochures Our consumer brochures are used by financial service providers to explain the features and benefits of retirement accounts, including traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s and 403(b)s.These can be personalized with your company information and photo. Click here for more information , including sample issue and order form.Client NewsletterOur Client Newsletter focuses on topical issues and strategies which can be utilized to maximize the benefits of retirement accounts. Send our newsletters to your clients to help keep you and your business in the forefront of their minds.These can be personalized with your company slogan and photo. Click here for details, including a sample issue and order form..PowerPoint PresentationsThese include approximately 20 to 25 slides and are intended to be utilized for 30 to 45 minute presentations.They include speaking notes and a list of questions & answers that can be used in preparation for responding to questions from your audience.The PowerPoint can be customized with your company logo, slogan and preferred color scheme.Click here to see our available kitsContact Us to discuss our products
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