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Planning Booklets

Newkirk offers a series of informative booklets that will help you to explain high-end planning services in depth and in terms your clients and prospects will understand.

The booklets are available in the following titles:
(click on the links to review the booklets)

  Questions & Answers About IRAs
  Questions & Answers About IRA Rollovers
  Receiving a Retirement Plan Distribution
  Custodial Accounts
  Investment Management Accounts
  The Living Trust
  The Standby Trust
  The Revocable Living Trust
  Naming Your Trustee
  Trust and Investment Services
  Gifts to Minors
  Charitable Trusts Businesses
  Understanding the Federal Estate Tax
  An Estate-Planning Checklist
  Naming Your Executor
  The Two-Trust Estate Plan
  The QTIP Trust
  The Life Insurance Trust
  Questions & Answers About Joint Ownership
  Trusts Under Will
  Why You Need a Will
  Personal Financial Inventory
  Agent for Executor
  The Generation Skipping Transfer Tax
  Retirement Plans For Small Businesses
  Salary Reduction (401(k)) Plans
  Questions & Answers About Pension Plans
  Questions & Answers About Profit-Sharing Plans
  Employee Stock Ownership Plans
  How Retirement Plans Compare
  Participant Directed Retirement Plans


Booklets can be imprinted with your company logo and contact information.

Booklet imprint options: Custom imprint, no imprint

Booklet specifications: 4 – 12 pages plus cover, two color, 3 ¾” x 8 ¾”

  Pricing
Custom Imprinted
 
  Quantity  
Unit Cost
 
 
200 – 499
 
$.95
 
 
500 – 999
 
$.80
 
 
1,000 – 2,499
 
$.70
 
 
2,500 – 4,999
 
$.60
 
 
5,000 or more
 
$.55
 
         

Unimprinted booklets are available in lots of 50 per title at $0.95 each.
Add $15 shipping and handling per location.

Save when you order more than one title!

Your unit cost will be based on the total quantity of booklets you order. For example, if you order 250 each of four titles, your unit cost is $0.70, the unit cost for 1,000 booklets.

Please note: A minimum of 200 booklets is required for imprinting. A minimum of 50 booklets per title is required for unimprinted orders.

The Planning Booklets cannot be ordered online.
Please print the Order Form and fax or mail to Newkirk,
or call 800-525-4237 (Mon. – Fri., 8 a.m. – 5 p.m. ET).

 

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