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Estate and Financial Planning Communications Booklets Newkirk's Financial Planning Guides are authoritative, easy-to-read communications that will empower your clients and prospects to work with you to begin or continue their journey to financial security. The Guides are available in printed and electronic formats. PowerPoint® presentations for each topic, with speaker notes, are also available to be used in conjunction with the booklets during seminars.
Show your clients and prospects the value of an estate plan in preserving assets and avoiding estate taxes while promoting your estate planning services at the same time. The booklet features an easy-to-understand explanation of the federal estate tax, estate planning strategies, charts and worksheets, special planning considerations for business owners, and much more.
Your clients and prospects will get a head start on the road to a secure retirement with Newkirk's Retirement Planning Guide. The booklet introduces them to the basics of retirement planning, and the easy-to-understand text walks them through investment concepts such as tax-deferred savings, compound earnings, asset allocation, and diversification.
The Personal Financial Planning Guide's easy-to-understand text lays a solid foundation of financial knowledge. Engaging worksheets will help your clients and prospects become actively involved in identifying their financial goals and determining how much they need to save. The Personal Financial Planning Guide introduces your clients and prospects to goal-setting, budgeting and debt management, life insurance and disability planning, investment and education planning, and retirement and estate planning.
This practical booklet is designed to help your clients and prospects better understand the fundamentals of investing. It explains concepts that are important to successful investing, such as defining personal goals, understanding risk and return, and controlling investment risk.
The all-new College Planning Guide will help you to make the case for planning for the ever-increasing expenses of a college education. The Guide will also let your clients and prospects know that you are available to help them throughout the year. Features tips and strategies designed to encourage financial planning for this significant life stage event. Charts and graphs help to illustrate key points.
The Insurance Planning Guide’s easy-to-understand text offers a solid foundation of financial knowledge. The Insurance Planning Guide introduces your customers and prospects to estimating insurance needs, understanding different types of insurance and what they're for, evaluating an insurance company rating, business insurance strategies, individual insurance strategies, and beneficiary considerations. Engaging worksheets help motivate your customers and prospects to identify financial goals and determine how much and what kinds of coverage they need.
The Wealth Management Series
Loose Change® Newsletter This newsletter focuses on personal financial planning topics in an engaging, easy-to-understand manner that invites involvement and makes people think about how they manage money. A matching wall calendar is also available.
A sophisticated personal financial planning newsletter that includes articles on tax, investment, retirement, and estate planning. This newsletter educates your high net worth clients and prospects by providing information on trends, predictions, and expert opinion.
Focusing on investment planning, this newsletter is an easy and inexpensive way to build relationships with clients and prospects. Each issue contains motivational articles that help prospects recognize the need for your services.
The Loose Change calendar is a fun and easy way to provide financial tips and strategies to your clients throughout the year. Taking the best material from the Loose Change® and FourBits® newsletters, the calendar uses a unique approach to present basic financial planning concepts.
Online Content Newkirk Internet Articles Library By logging on to the Internet, you’ll have access to a vast library of articles on a variety of accounting topics. With a subscription you can view and download the articles in your choice of HTML or RTF and edit them as you see fit. Newkirk’s Internet Articles Library is the perfect solution for keeping information fresh on your website or in your marketing communications. Learn more . . .
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Insurance
Planning Guide 
Newkirk’s Wealth Management
Booklet series addresses a broad
range of wealth- and financial-planning
topics. These booklets explain complex
financial-planning topics in easy-to-read
and easy-to-understand language and
are intended to support the sale
of financial services to high net
worth clients and prospects.
FourBits
PlanWise
