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Financial Planning Guides 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.
With this targeted booklet, you can clearly demonstrate the value of an estate plan in preserving assets and avoiding estate taxes — and the value of using your services to achieve this. 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.
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 lifestage event. Charts and graphs help to illustrate key points.
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 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.
Click here to request information regarding Newkirk's Financial Planning Materials. Or, contact Newkirk by phone at 800-525-4237. |
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