Client References and Handouts

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How Tax Planning Changes Through Four Stages of Retirement (FINRA-reviewed)

How Tax Planning Changes Through Four Stages of Retirement, The Guide to Taxes and Your Retirement, and Key Tax Changes From the Tax Cuts and Jobs Act

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)

New Retirement Rules card

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.


Client reprints

Savvy Tax Planning Client Reprint

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

 

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Tax Planning Program. Use of this material is subject to the Savvy Tax Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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