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Marketing and communication tools for financial professionals
 

Brochures

CPA / Tax Brochures

Whenever you're meeting with clients or prospects about a specific topic, you should end the discussion with a piece that highlights the important details that you've worked to convey. Whether it's retirement or estate planning, investments or annuities, business succession or financial planning, Liberty's brochures will leave your clients and prospects with additional information that relates back to your talking points.



The Benefits of Financial Planning PREPARE TO REACH YOUR GOALS 

The Benefits of Financial Planning
PREPARE TO REACH YOUR GOALS

Brochure Description:

The earlier and more completely your clients and prospects master their money, the more likely they are to achieve a financially comfortable today and a financially secure tomorrow. Emphasizing the importance of partnering with a financial professional, this brochure covers all aspects of personal finance, including day-to-day money management, debt control, saving, insurance, college funding, retirement planning, and estate planning. Let your clients and prospects know you are prepared to help them reach their goals.
 $1.39


Min:  50
American Taxpayer Relief Act of 2012 TAKE ADVANTAGE OF TODAY'S TAX BREAKS 

American Taxpayer Relief Act of 2012
TAKE ADVANTAGE OF TODAY'S TAX BREAKS

Brochure Description:

Historic tax reform in the last decade has delivered tremendous savings to American taxpayers. Help your clients and prospects wade through the details of today's tax breaks. This easy-to-understand brochure breaks down the major tax breaks and emphasizes the importance of planning. Impress your clientele and maintain your competitive advantage by delivering the latest information on legislation that brings immediate tax savings, as well as planning opportunities.
 $1.39


Min:  50
A Tax Guide MAXIMIZE SAVINGS OPPORTUNITIES, MINIMIZE TAXES 

A Tax Guide
MAXIMIZE SAVINGS OPPORTUNITIES, MINIMIZE TAXES

Brochure Description:

Saving on taxes starts with planning, and the sooner, the better. Help your clients and prospects understand the importance of aligning their tax strategies with their financial strategies. This brochure covers important short- and long-term planning points, as well as tools and techniques for savings. In addition to learning more about maximizing credits, deductions, and exemptions, your clients and prospects will gain insight into how changes in legislation may affect their current tax situation and their future objectives.
 $1.39


Min:  50
Tax Pocket Guide YEAR ROUND PERSONAL AND BUSINESS TAX TABLES 

Tax Pocket Guide
YEAR ROUND PERSONAL AND BUSINESS TAX TABLES

Brochure Description:

Help prepare your clients for the upcoming tax year. This brochure covers side by side rate comparisions for current and previous years, including:
  • Standard deduction amounts
  • Capital gains rates
  • Personal exemptions by filing status
  • Indexed contribution and benefit limits for qualified retirement plans
  • IRA and HSA contribution limits
  • Social Security earnings limits
  • Special section for business owners illustrating depreciation, the Section 179 expense, deduction and corporate income tax rates
 $1.39


Min:  50
Time is Money THE GROWTH POTENTIAL OF YOUR MONEY OVER TIME 

Time is Money
THE GROWTH POTENTIAL OF YOUR MONEY OVER TIME

Brochure Description:

Time is money. Three words that have a tremendous impact on everyone's financial well being. This is one brochure that should be a constant reference tool for any kind of financial planning, savings, or investment strategy. It comes complete with explanations, tables, and rules that demonstrate the power of compounding, the benefits of dollar cost averaging, and how to determine real returns on investments. This is a "must have" for every one of your clients as they manage their financial plan.
 $1.39


Min:  50