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)
Take the Lead Educating Your Clients
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.
Welcome to the Horsesmouth Article Reprints Store
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.
Note: All of the following article reprints are available to send to both clients and centers-of-influence (COIs). Reprints marked CPA are more technical in nature and may be more appropriate for CPAs, attorneys, and other professionals.
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.
SECTION NAVIGATION:
Caregiving/Long-Term Care Planning
11 Financial Tips to Make Caregiving EasierSamplePDF
Estate Planning Under the New Tax Act: Everyone Needs A ReviewSamplePDF
How to Get Tax Savings on Charitable ContributionsSamplePDF
IRS Throws Salt in the SALT Deduction Limit WoundSamplePDF
Key Thoughts on the Tax Cuts and Jobs ActSamplePDF
The New Tax Law: 3 Areas That Affect FamiliesSamplePDF
New Ways to Give to Charity While Getting the Best Tax BreaksSamplePDF
Tax Act Helps College Savers and Disabled ChildrenSamplePDF
Top 10 Rules to Know About a Qualified Charitable DistributionSamplePDF
The Benefits of an Article Reprint Mini-Campaign
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:
It demonstrates you’re a client-centered, results-oriented, can-do advisor.You’re always looking out for your clients.
It rekindles contact with prospects on your list. Personalized Article Reprints are perfect for a “drip marketing” campaign.
It reinforces your “opportunity-solutions” mindsetthat you have about the business of guiding clients’ financial lives.
It’s totally flexible. Email a PDF reprint to prospects and clients, post a link on your website, or mail a printed copy to key clients or prospects.
It saves you time and money. You can have your personalized Article Reprint PDF in less than 5 minutes. That means you have more time for other critical and valuable things on your priority list—including spending time out of the office!
Ways to Use Article Reprints to Support Your Marketing and Communications Messages
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:
Email a personalized PDF to all clients and ask them to read and contact you if they have any questions.
Segment your client list and send a separate personal cover note, or post-it note, that highlights any specific issue or opportunity covered in the article.
Hand out the article at any events you’re speaking at or attending.
Give a copy to each client at the end of your next face to face meeting.
Send a copy to your CPA contacts letting them know you’re sharing it with your clients.
Send a copy to your Estate Attorney contacts as an FYI letting them know you’d like to hear their thoughts about the topic.
Send a copy to your marketing list. Let prospects know that you’re keeping your clients abreast of the topic.
ARTICLE REPRINTS ADVANTAGE
Timely licensed articles to present clients and prospects on pressing issues for a whole year
Branded with your personalized contact information
Available in PDF or Custom Print formats
FINRA-reviewed letter with each article
Fast, affordable mini-campaign or client contact
Frequently Asked Questions
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?
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.
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.
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:
Generic newsletters are not targeted. You don’t have control of newsletter topics. So you often automatically send a newsletter to clients about a topic that is not necessarily aligned with your own client education or marketing goals.
Generic newsletters contain too much information. Because they can’t be customized to a specific client’s needs, generic newsletters tend to over-deliver with too much content for the typical reader.
Clients get overwhelmed. Everybody needs an information filter. If you’re sending clients weekly or monthly newsletters, you’re sending them around 60 to 250 items a year.
QUESTIONS?
We’re glad to help. Call the Horsesmouth’s Member Support Team at (888) 336-6884, Ext. 1
