Client References and Handouts
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How Tax Planning Changes Through Four Stages of Retirement (FINRA-reviewed)
This two-sided handout is a helpful guide that walks attendees through the main points of the “How Tax Planning Changes Through Four Stages of Retirement” presentation. Members get a free customized PDF.
The Guide to Taxes and Your Retirement
Educate clients and prospects. Upon joining, members receive fifty (50) copies of this 3-panel, 6-sided, 8.5" x 11" reference to distribute to clients and prospects. It explains key concepts necessary to understand the importance of having a “Retirement Tax Strategy.” Order copies of this
client reference at the Horsesmouth store at any time.
Key Tax Changes From the Tax Cuts and Jobs Act (FINRA-reviewed)
Clients, prospects, and COIs will love the Key Tax Changes because it’s simple and easy to comprehend at a glance. It tells you what the new rules are and how they’re different from the old ones. Nearly all the changes affecting family and business finances are included. Members get a free customized PDF, or you can order custom hard copies at the Horsesmouth store at any time.
New Retirement Rules Card (FINRA-reviewed)
This 2-sided handout for clients, prospects, and workshop attendees can be personalized with your photo and contact information. It covers all the main points in the “The New Retirement Rules: The SECURE Act and What You Need to Know” presentation, making it a great take-home reminder or client touch. Members get a free customized PDF, or you can order custom hard copies at the Horsesmouth store at any time.
Savvy Tax Planning program membership includes access to FINRA-reviewed article reprints about tax planning. Customize these articles with your photo, logo, and contact information to create a client touch that's both instructive and memorable. Use them to:
- Send to clients either before or after your workshop
- Send to prospects as a general “drip marketing” keeping in touch campaign
- Post to your website
- Include links in your newsletter