This handy and popular pocket-sized booklet provides financial advisors with the information needed on the tax and financial components of many life situations.
Includes details and information on:
It's only $17.69 per copy. Save up to 65% with volume discounts!
Books are available in both English and French.
Order online or contact Customer service by email at firstname.lastname@example.org or phone at 1.800.268.4522
Applicable taxes, shipping, and handling charges are extra. Books will be available for shipping in December 2017.
Our book. Your look.
Your clients look to you for valuable information and expertise. That is why the Financial Advisor's Pocket Reference with your brand on the cover is the perfect gift for your clients. It’s a quick reference pocket guide that provides essential financial planning knowledge with answers to frequently asked questions and keeps your brand in front of them.
Customize at no additional cost
When you order as few as 300 booklets, you can add your company name to it or fully customize the cover* with your own artwork. Order your custom order before September 22, 2017 and save customization fees**.
For more information regarding this option, please contact Customer Service at 1-800-268-4522 or at email@example.com.
Custom orders cannot be ordered online.
* There is a minimum order of 300 units for custom covers for the first language and 50 for the second language. Price includes a maximum of two colour proofs for your approval. Setup fees, applicable taxes, and shipping and handling charges are extra. ** Customization fees apply on all custom orders placed after September 22, 2017. Fees start at $400.00. Artwork must be approved and orders submitted by the deadline to save.