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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.



Life Insurance THE BENEFITS OF PROTECTION AND PREPARATION 

Life Insurance
THE BENEFITS OF PROTECTION AND PREPARATION

Brochure Description:

Offer your clients and prospects the information they need to protect the financial security of their loved ones with life insurance. This brochure explores the life event triggers for purchasing and reevaluating coverage, as well as the many uses of life insurance, including funding the payment of estate taxes, charitable giving, and as a business tool.
 $1.39


Min:  50
Long-Term Care Insurance FUNDING CARE AND HELPING TO PRESERVE ASSETS 

Long-Term Care Insurance
FUNDING CARE AND HELPING TO PRESERVE ASSETS

Brochure Description:

The U.S. Department of Health and Human Services predicts that 43% of individuals over the age of 65 will ultimately require some form of long-term care. This brochure outlines the funding limitations of Medicare and Medicaid, and explores long-term care insurance as a funding option. Your clients will learn about possible policy features, including potential coverage for nursing homes, assisted living/residential care facilities, and home-based care. While they might not know what the future holds, your clients and prospects can hope for the best, and plan for the worst.
 $1.39


Min:  50
Disability Income Insurance HOW INCOME REPLACEMENT BENEFITS CAN WORK FOR YOU 

Disability Income Insurance
HOW INCOME REPLACEMENT BENEFITS CAN WORK FOR YOU

Brochure Description:

Help your clients and prospects plan for the unexpected. Between the ages of 35 and 65, a person has a 30% chance of suffering a disability lasting three months or more. This brochure will help your clients and prospects realistically assess their possible sources of disability income, including government programs and employer-sponsored plans. Through an in-depth discussion of disability income insurance, they will learn the value of getting the coverage they need, before they need it.
 $1.39


Min:  50
Executive Compensation STRATEGIES FOR REWARDING KEY EMPLOYEES 

Executive Compensation
STRATEGIES FOR REWARDING KEY EMPLOYEES

Brochure Description:

Many companies owe much of their success to a few key employees—typically the brightest, most talented, most valuable and, often, hardest to replace. Offer your clients and prospects the opportunity to learn more about the important role executive compensation plans play in attracting, rewarding, and retaining key employees. This brochure discusses a wide variety of nonqualified options, such as deferred bonus plans, Section 162 bonus plans, excess benefit plans, phantom stock plans, and split-dollar insurance arrangements, as well as popular qualified alternatives, including profit-sharing plans, stock bonus plans, and money purchase plans.
 $1.39


Min:  50
Employee Benefits STRATEGIES FOR COMPETITIVE STAFFING 

Employee Benefits
STRATEGIES FOR COMPETITIVE STAFFING

Brochure Description:

Staying competitive is a constant challenge for most businesses. When it comes to staffing, a winning compensation strategy can help your clients and prospects stay ahead of the pack. This brochure covers the many benefits employers can use to attract and retain employees, including group benefits, such as group term life insurance, health insurance, dental insurance, and disability income insurance, as well as retirement benefits, such as 401(k) plans, Simplified Employee Pensions (SEPs), and Savings Incentive Match Plans for Employees (SIMPLEs). Keep your clients and prospects in touch with the benefits of employee benefits.
 $1.39


Min:  50
Business Succession PLAN FOR CONTINUED SUCCESS 

Business Succession
PLAN FOR CONTINUED SUCCESS

Brochure Description:

In today's competitive marketplace, it is tempting for many business owners to sideline planning for business succession as more pressing day-to-day business concerns take center stage. But, are they aware of the financial stakes? Help your clients and prospects learn more about protecting the continuity of their business. This brochure covers the essentials—choosing a successor, business valuation, business wills, buy-sell agreements, and estate planning. An early start always helps a successful finish.
 $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