FINANCIAL PLANNING GUIDES
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  • 1. Newkirk’s FINANCIAL PLANNING GUIDES Fact Sheet Newkirk’s Financial Planning Guides are authoritative, easy-to-read communications that will empower your clients and prospects to work with you to begin or continue their journey to financial security. Available in printed and electronic formats, the Guides explain financial planning concepts in terms your clients and prospects will understand. Topics Include • Estate Planning • Retirement Planning • Personal Financial Planning
  • 2. Estate Planning Guide With this targeted booklet, you can clearly demonstrate the value of an estate plan in preserving assets and avoiding estate taxes — and the value of using your services to achieve this. The booklet features an easy-to-understand explanation of the federal estate tax, estate planning strategies, charts and worksheets, special Your promotional imprint here and/or back cover. planning considerations for business owners, and much more. 16 pages plus full-color cover and text, 8 3/8" x 10 3/4". ABC Company 123 Main Street Anywhere, USA 12345 www.sampleabccompany.com 1-800-123-4567 Retirement Planning Guide Your clients and prospects will get a head start on the road to a secure retirement with Newkirk’s Retirement Planning Guide. The booklet introduces them to the basics of retirement planning, and the easy-to-understand text walks them through investment concepts such as tax-deferred savings, asset allocation, and diversification. Your promotional imprint here and/or back cover. 16 pages plus full-color cover and text, 8 3/8" x 10 3/4". ABC Company 123 Main Street Anywhere, USA 12345 www.sampleabccompany.com 1-800-123-4567 Personal Financial Planning Guide The Personal Financial Planning Guide’s easy-to-understand text lays a solid foundation of financial knowledge. Help your clients and prospects become actively involved in identifying their financial goals and determining how much they need to save. The Personal Financial Planning Guide introduces your clients Your promotional imprint here and prospects to goal setting, budgeting and debt management, life insurance and/or back cover. and disability planning, investment and education planning, and retirement and estate planning. ABC Company 123 Main Street Anywhere, USA 12345 www.sampleabccompany.com 1-800-123-4567 24 pages plus full-color cover and text, 8 3/8" x 10 3/4".
  • 3. Features Benefits Choices Exposure Printed and electronic versions available. Microsoft® Keep your name in front of clients and prospects as a PowerPoint® presentations with speaker notes also trusted advisor. available. Motivational Reliable Content Easy-to-read text encourages readers to take action. Each Guide is written by Newkirk’s editorial staff of CFPs, CPAs, tax attorneys, and financial professionals Informational with 35+ years of experience. Provides new insights and ideas that lead to cross- selling opportunities. Accurate Text is updated to reflect recent tax legislation and is FINRA reviewed each year. Also Available Financial Planning Guides — Online Version Our online version features the same text as our printed guide. With your subscription to the online guide, we provide you with a hyperlink that connects your website to our website (we provide everything you need) for a period of one year. Financial Planning Presentations Our Microsoft® PowerPoint® presentations are delivered ready to use, or you can easily customize the introductions and conclusions to meet the needs of your audience. Each presentation comes complete with a presenter’s script. Learn more. For additional information, please call 800-525-4237 or e-mail info@newkirk.com. Visit us online at www.newkirk.com.
  • 4. ©2009 by NPI 2/09