Summary: Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it’s best to avoid mistakes in the first place. Here’s what you need to know.
$97 (Free with Master, Advisor/Client or Advisor/CPA Membership)
CHALLENGE: You need to communicate more with your clients, who want increased contact and financial education to help them make better decisions.
SOLUTION: Send them FINRA-reviewed, custom-branded, professionally written articles about the most important financial questions they face.
Here you can find an ever-growing list of FINRA-reviewed Horsesmouth features specifically selected and designed for you to personalize and share with clients and prospects.
DIRECTIONS: View the article samples below, then select your format, complete your personalization, and place your order. Customize with your photo and logo.
The PDF format costs $97 and grants you a license to print and/or email, and post to your website. See Frequently Asked Questions below.
PLEASE NOTE: Members of Horsesmouth’s Master, Advisor/Client and Advisor/CPA programs get the PDF format free when logged in. Not a Master, Advisor/Client or Advisor/CPA member? Learn more about Master Membership, Advisor/Client or Advisor/CPA.
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|10 Tips for Maximizing Financial Aid||View Sample PDF|
|College Planning: Know the Rules for Education Funding||View Sample PDF|
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|An Overview of Asset Transfer Strategies||View Sample PDF|
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|Retirement Income: Which Accounts to Tap First (COI Edition)||View Sample PDF|
|Retirement Income: Which Accounts to Tap First (CLIENT Edition)||View Sample PDF|
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|Essential Tax Tips for IRAs||View Sample PDF|
What’s great about an Article Reprint is that it’s fast and easy to create a mini client or prospecting campaign around your personalized article reprint. Here are some important Article Reprint benefits:
Article Reprints present a variety of opportunities for you to position yourself and your business as forward-thinking, innovative and up-to-date. When you license Article Reprints, here are some easy ways to use it right away:
What is an Article Reprint?
an Article Reprint is a specially designed and edited Horsesmouth article. Each Article Reprint is ready to be personalized with your name, contact information and compliance disclosures.
What can I do with an Article Reprint?
Article Reprints are ideal for any advisor’s prospecting, marketing and communications program. Once you brand it with your personal contact information, you can share the article with clients, prospects and centers of influence in your community.
The articles in the Article Reprint library typically have been chosen because the article is important and timely. You’ll find they often match your needs perfectly and are great to send with a short note or comment to the client or prospect.
What are the formats of an Article Reprint?
You have the choice of two basic formats for ordering Article Reprints—PDF and Custom Print.
When you choose PDF, you receive a personalized PDF version of the article and the license to share it with your clients and prospects. Your sharing options include sending the PDF article through email, posting it to your website, or printing out your own hard copies.
The Custom Print option through Horsesmouth gives you the most flexibility. Your articles are professionally printed in a folded, 4-page, 8.5" x 11" style. The paper is a white, heavyweight bond. You also receive a license to share the article with your clients and prospects and you receive a PDF version of the personalized article. Call Member Support at (888) 336-6884, Ext. 1 to order.
So you can mix up your formats, sending a PDF to all clients and prospects, for instance, and sharing the hard copy with selected others. Or send a PDF by email and hard copy by a follow-up letter in the postal mail.
How many copies of my personalized Article Reprint article can I send?
You are authorized by your license to send an unlimited number of your personalized articles for a term of one year. If you desire to continue sending a certain article beyond one year, you simply renew the license. The articles may only display your personalized information and may not be altered or changed in any way without Horsesmouth’s permission.
What does the Article Reprint license do for me?
The reason each article reprint includes a 12-month license is to ensure that you are fully compliant with the laws and regulations regarding copyright permission.
When we surveyed Horsesmouth Members, we learned that nearly 80% of advisors send articles to clients as part of their client communications program. But nearly half acknowledge that they’re often non-compliant regarding obtaining copyright permission. Horsesmouth’s Article Reprints license clears that up and gives you the flexibility you need to communicate with clients and the copyright permissions to back up your compliance.
Are Article Reprint articles compliance ready?
Nearly all Article Reprints have been reviewed by FINRA; you receive a copy of the review letter each time you order an Article Reprint. The letter is intended for your compliance file and to help speed your own compliance review.
How much does a personalized Article Reprint cost?
A PDF Article Reprint costs $97 for one year. Custom Print of 100 personalized articles through Horsesmouth, which include the PDF license too, costs $294 plus shipping and handling. (Higher quantities available.)
Why send an Article Reprint?
Sharing article reprints with clients and prospects is an easy and effective way to stay top of mind with clients and reinforce your client service and marketing messages.
Many find sharing an article more effective than a generic newsletter for several reasons:
We’re glad to help. Call the Horsesmouth’s Member Support Team at (888) 336-6884, Ext. 1