Key Data 2017

Show Your Clients You’re in Control and Ready to Discuss What 2017 Key Rates Mean for Them…

  • Send PDF Updates Throughout the Year
  • Now Branded With Photo and Logo

Best Marketing Money Ever Spent

Key Data 2017

Personalize with photo and logo!

"I wanted to let you know that the cost of these from Horsesmouth has been the best marketing money I could have ever spent. I just received the copies that you printed for me, but I also had a PDF version of it as soon as I bought them online…

"I think so far I've given away close to 150… I've been meeting with every CPA, tax attorney, business broker, mortgage banker, and anyone else I know that could refer me clients, and asking them how many others in their firm could use this "cheat sheet"?

"One CPA asked for 15, so everyone in his firm that is doing taxes has my name, contact info, and photo close by them at all times… They can count on getting them from me every year going forward."

—B.E. Carden, Brentwood, TN

Dear Financial Advisor,

For many years now, smart Financial Advisors have been sharing Horsesmouth's Key Financial Data cards with clients, prospects and COIs.

The Key Data cards are a calming influence in an otherwise topsy-turvy world. Why?

Because the cards quietly deliver what is true and real about the coming year's tax brackets, thresholds, limitations and exemptions. No scary CNBC analysts. No pitch forks and torches. No exploding heads.

The reason everyone loves Key Data is because it's a handy reference. Nearly all the key items that affect one's personal finances are contained in the card's easy to follow format, including:

  • 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

Order Your Branded Key Financial Data For 2017 Cards and Enjoy These Three Key Data Program Features:

  1. Instant, branded PDF—Share it right now.
  2. Printed, branded cards—Mail/hand out in the new year.
  3. Updated, branded PDF to share throughout the year—Email it if or when Congress changes rules. (We'll alert you to changes.)
Order Key Data 2017
 
Key Data Sample

Click Here For A Branded Sample of Key Data 2017

Add 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 2017 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
Order Key Data 2017
 

Great for Giving to CPAs, Tax Attorneys and Other Referral Source

If you're looking to build your referral network among local professionals in your community, here are two examples of what advisors are doing with Key Data.

Best Marketing Money Ever Spent

"I wanted to let you know that the cost of these from Horsesmouth has been the best marketing money I could have ever spent. I just received the copies that you printed for me, but I also had a PDF version of it as soon as I bought them online…

"I think so far I've given away close to 150… I've been meeting with every CPA, tax attorney, business broker, mortgage banker, and anyone else I know that could refer me clients, and asking them how many others in their firm could use this "cheat sheet"?

"One CPA asked for 15, so everyone in his firm that is doing taxes has my name, contact info, and photo close by them at all times… They can count on getting them from me every year going forward."

—B.E. Carden, Brentwood, TN

The Most "Marketing Mileage" Ever
"Having been in practice since 1986, when it comes to marketing, I have tried lots of things. I do not think I have gotten more mileage out of anything as much as I have out of Horsesmouth's Key Financial Data card. I have lost count of the number of unsolicited "Thank yous" and requests for more copies from CPAs, attorneys and other centers of influence. And now I have the ability to customize them with my contact information and my professional photograph. It's good to know that I am hiding under so many blotters on desks throughout Raleigh, NC."

— Bob Watral, CFP®, Raleigh, NC

7 Reasons to Use Key Financial Data For 2017 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 2017 into your client communication program now:

  1. Because it's an impressive, easy-to-implement client communication program, perfect for kicking off 2017.
  2. 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.)
  3. 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 affects their portfolio.
  4. 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.
  5. 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.
  6. 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.
Order Key Data 2017

Order Your Branded Key Financial Data For 2017 Cards.
(Unlimited Free PDF Updates Throughout 2017)

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 2017 branded with your name and contact information.

When you include Key Financial Data For 2017 as part of your annual client communication program, you get three great features for just $197:

checkmarkYour own, branded (PDF) version of Key Financial Data For 2017. When you complete the simple personalization process and place your order, you can instantly download your Key Financial Data For 2017 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.

checkmarkYour own HARD COPY version (sold in sets of 100 cards) that are delivered to you for easy distribution to your clients in 2017. 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.

checkmarkSPECIAL BONUS ALERT: Unlimited PDF updates throughout 2017.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 2017, we'll immediately update the Key Financial Data For 2017 PDF version. You'll then be able to send to your clients a link to your branded, updated version.

Order Key Data 2017
 

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 2017 Card to clients, prospects and allies, there's no easier and simpler way to remind people of your commitment, expertise, and professionalism.

 Key Financial Data 2017 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 2017 Cards Today!

For less than 54 cents a day you can have the Key Financial Data For 2017 Cards work for you.

Remember, here's what you get for $197:

  1. 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!
  2. 100 Branded, Hard Copies (Printed) of Key Financial Data For 2017 that you can send in the mail, hand out in person and include in any other client or marketing campaigns. The branded, coated, 8.5 x 11 Key Financial Data card is the type of client handout that reinforces your reputation as a client-centered, forward-thinking advisor.
  3. 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 2017. 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 2017 as part of your client communication program throughout the year.

Order Key Data 2017

FOR INSTANT SERVICE Call Toll Free: (888) 336-6884 ext. 1

(Outside U.S.: 1-212-343-8760)

 

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