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End-of-Year Special—Save an Extra $100 (While Supplies Last)

Clients Expect Their Advisor to Act as Educator, Too…

As a financial advisor, providing value-added services is key to strengthening client relationships and growing your business. Horsesmouth's client handouts allow you to elevate your brand while delivering informative, easy-to-understand content directly to your clients' hands. Save $100 while supplies last.

Client Handout Benefits:

Establish Your Expertise

Reinforce key financial concepts with jargon-free language
Demonstrate your commitment to client education
Position yourself as a trusted, knowledgeable resource

Increase Client Engagement

Give clients a tangible takeaway after meetings
Provide helpful materials for clients to review at home
Spur further questions and conversation

The Baby Boomer’s Guide to Social Security

This 4-panel, 2-sided, 8.5" x 11" reference guide gives your clients a solid overview of how Social Security works. Perfect to handout at client meetings about retirement income planning. Topics include:

What is Social Security
What are the benefits of Social Security
How you become eligible for Social Security benefits
How your retirement benefit is calculated
When you may begin receiving Social Security benefits
When should you apply for benefits?
What if you apply between the ages of 62 and 65

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The Baby Boomer’s Guide to Medicare

Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning, has worked to develop this client-resource on Medicare—one that addresses the basics, but also dives into the more advanced aspects of a complicated topic.

Basics on health care coverage after age 65
How to evaluate coverage based on current plan
A primer on the separate parts of Medicare and what they cover
Information for claimants already on Medicare and how to optimize coverage
Long-term care and how to integrate it into overall retirement planning
Additional costs
How to enroll—initial enrollment period, special enrollment, and special enrollment contingencies

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The Baby Boomer’s Guide to Legacy Planning

This 4-panel, 2-sided, 8.5" x 11" handout walks readers through the six steps of legacy planning and explains the importance of acting now. Topics include:

Planning for incapacity
Why you need a power of attorney for finances
How to organize your records so that loved ones can find things
What critical items you need to locate and save
How to assess the total value of your estate, and why you need to do this
What to do as you identify beneficiaries
Questions to think about as you decided how you want to allocate assets
Good ways to hold family discussions surrounding the estate plan

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About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

End-of-Year Special—Save an Extra $100 (While Supplies Last)

Clients Expect Their Advisor to Act as Educator, Too…

Client Handout Benefits:

Establish Your Expertise

Increase Client Engagement

The Baby Boomer’s Guide to Social Security

The Baby Boomer’s Guide to Medicare

The Baby Boomer’s Guide to Legacy Planning

About Horsesmouth

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)