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Brochures

Financial Planning & Insurance 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
Funding Your Retirement PLAN FOR TOMORROW, TODAY 

Funding Your Retirement
PLAN FOR TOMORROW, TODAY

Brochure Description:

For many people, retirement will last 20 years or more. In an era where Americans are living longer, healthier lives than ever before, identifying retirement goals and needs is a formidable challenge—hitting what amounts to a moving target. However, like any goal, funding retirement can be achieved with proper preparation. Help your clients and prospects explore their options, know their resources, and make a plan. This brochure brings the crucial issues to the forefront and will serve as a valuable resource as you and your clients develop strategies to achieve their goals.
 $1.39


Min:  50
Saving for Higher Education STRATEGIES TO KEEP PACE WITH RISING COSTS 

Saving for Higher Education
STRATEGIES TO KEEP PACE WITH RISING COSTS

Brochure Description:

Ben Franklin once said, "An investment in knowledge pays the best interest." Whether your clients and prospects are planning for their own education, or their children's, proper planning can help fund the search for knowledge. This brochure outlines tools and strategies for saving based on educational goals and time horizons. Introduce your clients and prospects to popular savings vehicles, as well as helpful education tax credits and deductions. Starting now may save them money later.
 $1.39


Min:  50
Mutual Fund Investing GUIDELINES FOR CHOOSING FUNDS 

Mutual Fund Investing
GUIDELINES FOR CHOOSING FUNDS

Brochure Description:

Millions of people around the world are investing in mutual funds. And, it seems there are an equally large number of funds from which to choose. For most people, the challenge is to understand their own investment profile and financial goals, and then to translate that information into a wise mutual fund selection. This brochure is a great tool for overcoming the formidable task of getting clients to gain a clear understanding of the benefits of mutual funds, as well as how their investment profile can match the types of funds available.
 $1.39


Min:  50
Personalize Your Portfolio ANALYZE YOUR RISK TOLERANCE, TIME HORIZON, AND INVESTMENT OBJECTIVES 

Personalize Your Portfolio
ANALYZE YOUR RISK TOLERANCE, TIME HORIZON, AND INVESTMENT OBJECTIVES

Brochure Description:

"To thine own self be true," wrote Shakespeare. Sage advice for investors looking to personalize their portfolios. As market swings nurture lackluster confidence and future uncertainty, help your clients and prospects learn more about the fundamentals of investing and the value of long-term strategies. This comprehensive brochure covers the main asset classes, mutual funds, diversification, asset allocation, and dollar cost averaging, as well as the tradeoffs between risk and return.
 $1.39


Min:  50
Fixed Annuities HELPING YOU PLAN FOR RETIREMENT 

Fixed Annuities
HELPING YOU PLAN FOR RETIREMENT

Brochure Description:

In a world of economic uncertainty, many investors are seeking low-risk alternatives to protect their retirement resources and diversify assets. "Income for life" has never sounded so good. This brochure covers fixed annuities in depth—from tax advantages to payout options. Your clients and prospects will learn the valuable role annuities can play in their retirement plans.
 $1.39


Min:  50
Variable Annuities INVEST IN YOUR FUTURE NOW 

Variable Annuities
INVEST IN YOUR FUTURE NOW

Brochure Description:

One of the major concerns for retirees and those actively saving for retirement is outliving their assets. Introduce your clients and prospects to the fundamental advantages of variable annuities. This comprehensive brochure emphasizes the benefits of professionally managed investment options, favorable tax treatment, and a variety of payout options. Your readers will also come away with a thorough understanding of guaranteed death benefits and the potential variable annuities have to outpace inflation.
 $1.39


Min:  50
Building Your Estate Plan TIPS FOR GETTING STARTED AND STAYING CURRENT 

Building Your Estate Plan
TIPS FOR GETTING STARTED AND STAYING CURRENT

Brochure Description:

A well-structured estate plan is essential to people of all financial positions. While the process always raises questions and issues that are both difficult and emotional, it is one that when completed will offer the proper sense of emotional and financial security for your clients and their families. This brochure is the definitive tool with which to initiate the education process. It covers a wide range of topics that will help you and your clients address the important issues concerning how best to get started and stay current. plan, this brochure will serve as an invaluable resource.
 $1.39


Min:  50
Estate Planning Strategies TAX MINIMIZATION AND WEALTH PRESERVATION 

Estate Planning Strategies
TAX MINIMIZATION AND WEALTH PRESERVATION

Brochure Description:

In order to plan for the future, your clients and prospects must consider it before it occurs. Help your clients and prospects learn more about estate planning strategies that can help them preserve wealth, minimize taxes, and distribute property to heirs according to their wishes. In addition to touching on the "ins" and "outs" of estate taxation, this brochure addresses useful planning tools and techniques such as wills, trusts, charitable bequests, and gifting programs. As your clients partner with you to incorporate their financial goals into their overall estate plan.
 $1.39


Min:  50