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Estate and Financial Planning Communications Booklets, Internet Versions, and PowerPoint® Presentation
Newsletters Calendar Booklets 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. The Guides are available in printed and electronic formats. PowerPoint® presentations for each topic, with speaker notes, are also available to be used in conjunction with the booklets during seminars. 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 planning considerations for business owners, and much more. 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.
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 and prospects to goal-setting, budgeting and debt management, life insurance and disability planning, investment and education planning, and retirement and estate planning.
Designed to open up the lines of communication between you and your clients and prospects. Newkirk's Wealth Management Booklet and SmartSheet Series tackles complex financial topics in a simple, easy-to-understand way.
This newsletter focuses on personal financial planning topics in an engaging, easy-to-understand manner that invites involvement and makes people think about how they manage money. A matching wall calendar is also available. National Change of Address Information A sophisticated personal financial planning newsletter that includes articles on tax, investment, retirement, and estate planning. This newsletter educates your high net worth clients and prospects by providing information on trends, predictions, and expert opinion. National Change of Address Information Focusing on investment planning, this newsletter is an easy and inexpensive way to build relationships with clients and prospects. Each issue contains motivational articles that help prospects recognize the need for your services. National Change of Address Information 2010 Loose Change® Calendar The Loose Change calendar is a fun and easy way to provide financial tips and strategies to your clients throughout the year. Taking the best material from the Loose Change® and FourBits® newsletters, the calendar uses a unique approach to present basic financial planning concepts. Online Content Newkirk Internet Articles Library By logging on to the Internet, you’ll have access to a vast library of articles on a variety of accounting topics. With a subscription you can view and download the articles in your choice of HTML or RTF and edit them as you see fit. Newkirk’s Internet Articles Library is the perfect solution for keeping information fresh on your website or in your marketing communications. Learn more . . .
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Financial Planning Guides
The Wealth
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FourBits
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