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Marketing and communication tools for financial professionals
 

Brochures

Small Business 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
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
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
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