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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.
Click here to request information regarding Newkirk's Financial Planning Materials. Or, contact Newkirk by phone at 800-525-4237. |
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