Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
IRA Fact Sheets - Use Instead of Business CardsThe effective 'IRA Business Card': Communicate changes to plan limits to clients, prospects and networking professionals. They will constantly see your information when they check your IRA Fact Sheet for plan limits and other information including age-related rules and the RMD life-expectancy table.
Get your own branded copies by ordering below . Click the drop down menu to choose the number of IRA Fact Sheets that you would like to order. BETTER THAN A BUSINESS CARD: Your order includes a PDF copy and the
number of hard copies that you order (below). These can be customized
with your logo/photo and contact information. Use this form to
communicate changes to plan limits to clients and prospects. **PRICE
DEPENDS ON QUANTITY ORDERED** CHOOSE QUANTITY BELOW (NEAR END OF FORM) |