
Dear Advisor:
Watch out! As 2011 showed us, there's no telling what will
happen next to tax cuts, estate taxes, Social Security,
Medicare and a lot more will be in play in the weeks and months
ahead.
There's no getting around it. Change is in the air. But who
knows what, when and how.
Your clients want to know you're abreast of the political-economic
issues making news and impacting their lives.
That's why we want you and your clients to have the best,
most-up-to-date Key Financial Data right at
hand—all year round.
Our all new
Key Financial Data For 2012 Cards
will give you and your clients exactly what they need
now, next month and throughout the coming year.
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Show Your Clients, Prospects and Strategic
Allies That You're Monitoring Critical 2012 Rules…
Place your order below.
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New Personal Branding, Instant PDF
Versions
and Year-Long PDF Updates
Get fingertip access to the brackets, thresholds, limitations
and exemptions that affect everyone: clients, prospects, CPAs,
attorneys and other professionals.
You asked for it. Now we're delivering
Key Financial Data For 2012 Cards.
For several years, advisors have sought an easy way to personally
brand their hard-copy versions of our popular annual
Key Financial Data feature.
You've wanted to share it with everyone in your network and
put your own name on it, too.
After all, it's a fast, easy resource containing just about
every piece of key financial data one might need throughout
the next year or more (even 18 months for late filers).
So it's helpful to have this data nearby when you or anyone
has a question.
While it's impossible to memorize this data, having mastery
over important facts in this business always helps reinforce
your stature as an expert.
No more digging around on the shelves or searching on the
Internet for information like:
- Standard deduction & phase outs
- Personal exemptions
- Gift and estate tax
- Medicare
- Retirement plans
- Social Security
- Tax rate schedule
- Capital gains
- Education credits and deductions
- Health savings
- High Income Tax Payers
- Long-term care premiums

7 Reasons to Use Key Financial Data
For 2012 as Part of Your Client Communication Program
One common reason people hire a financial advisor is that
they need someone to follow the important issues they can't
or don't want to follow. That doesn't mean they don't want to
know that you're watching important things critical to their
portfolios.
Here are seven reasons to put
Key Financial Data For 2012
into your client communication program now:
- Because it's an impressive, easy-to-implement client
communication program, perfect for kicking off 2012.
- Because people expect their advisor to keep track of
the changes and wrinkles in government rules and regulations
that impact their personal bottom-line. (You build trust
and demonstrate mastery when you regularly communicate with
people around key financial data issues.)
- Because it demonstrates your commitment to being a client-centered
advisor by letting them know you're watching what's going
on in government and how it effects their portfolio.
- Because it inspires confidence. Even if clients don't
pore over every table of Key Financial Data, simply receiving
it from you reinforces your image as an informed, organized
professional.
- Because it shows you appreciate your clients. When you
take the time to personalize your Key Financial Data cards
and send them out to your clients, it also shows your clients
that you're keeping them informed and that you appreciate
having the chance to work with them.
- Because it shows you're committed to being a "can-do,
results-oriented" advisor. You don't let changes in government
rules and regulations just happen and let your clients'
CPAs deal with them later. You're on the case.
- Because it shows your clients that achieving financial
security and prosperity includes you watching things like
Key Financial Data and thinking through how these rules
and regs present new opportunities and solutions.

Order Your Branded Key Financial Data For
2012 Cards
(Get Unlimited Free PDF
Updates Throughout 2012)
Advisors tell us that they love having the
Key Financial Data Cards to share with clients, prospects and colleagues.
It gives them a concrete reason to have a professional exchange
with people. (Those build trust.)
So now, we're offering
Key Financial Data For 2012
branded with your name and contact information.
When you include
Key Financial Data For 2012
as part of your annual client communication program, you get
three great features for just $197:
Your own, branded (PDF) version of
Key Financial Data For 2012.
When you complete the simple personalization process and place
your order, you can instantly download your
Key Financial
Data For 2012 PDF and share with clients. Send
them a note telling them you're keeping a close watch on the
data, that it's likely to change, and you'll have updates for
them later in the year. It's a simple, meaningful way to contact
clients in the new year.
Your own HARD COPY version (sold in sets of 100 cards) that are delivered to you for easy distribution
to your clients in 2012. It's a great, inexpensive hand-out
for clients, prospects and strategic allies. Present it in meetings
or drop it in the mail with a post-it note saying the data may
change and you'll update them by email when it does.
SPECIAL
BONUS ALERT: Unlimited PDF updates throughout 2012.
It's hard to say how the politics around Key Financial
Data will play out this year. But if and when changes
are made later in 2012, we'll immediately update the
Key Financial Data For 2012 PDF version. You'll then
be able to send to your clients a link to your branded, updated
version.

See a Sample of a Branded Key Financial
Data For 2012 Card—Click Image Below

Your Clients and Prospects Will Be
Impressed By Your Attentiveness to Key Changes to Key Data
When you pass along a Key Financial Data For 2012
Card to clients, prospects and allies, there's no easier
and simpler way to remind people of your commitment, expertise
and professionalism.
So make
Key Financial Data 2012 part of
your marketing efforts for next year. It's a sound investment
in the data that you need to help clients succeed.
Order Your Key Financial Data For
2012 Cards Today!
For less than 54 cents a day you can have the
Key
Financial Data For 2012 Cards work
for you.
Remember, here's what you get for $197:
Branded PDF for instant use with clients
and prospects starting right now. REMEMBER: The data will likely
change. This client communication program is all about you keeping
in touch and letting them know you're on the case as events
and facts change—which they will!
100 Branded, Hard Copies (Printed) of
Key Financial
Data For 2012 that you can send in the mail, hand out
in person and include in any other client or marketing campaigns.
The branded, coated, 8 x 11 Key Financial Data card is the type
of client handout that reinforces your reputation as a client-centered,
forward-thinking advisor.
SPECIAL ALERT: Unlimited PDF Updates throughout
the year. We'll send you an email alerting you to new updates
to the PDF version of
Key Financial Data For 2012.
And we'll explain the changes and tell you how best to communicate
them to your clients.
So go ahead now and take your first, easy step to including
Key Financial Data For 2012 as part of your
client communication program throughout the year.