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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.



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
Insuring Your Business ARE YOU PREPARED FOR THE UNEXPECTED? 

Insuring Your Business
ARE YOU PREPARED FOR THE UNEXPECTED?

Brochure Description:

There are two risk exposures any business owner can ill afford to overlook: property loss and liability loss. This brochure offers business owners guidelines for assessing their risk exposure, as well as securing adequate insurance coverage. In addition to property and liability coverage, help clients and prospects in search of the most complete protection prepare for the possibilities of business interruption, disability, and the loss of key employees. A comprehensive plan covers all contingencies.
 $1.39


Min:  50