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Financial Document Organization

Become a Trusted Advisor

When you first present your services to prospects, offer them a Financial Documents File Box to help them get organized. When their plans are implemented, present them with a Financial Documents Metal Strong Box. For clients purchasing large contracts or placing substantial assets under your direction, our North American cherry Premium Presentation Case and Executive Stationery Box make ideal appreciation gifts. Your thoughtfulness will be valued and great referrals are inevitable!

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Financial Files and Tab System
Financial Files and Tab System Single Pak
Your Price $49.95

Now available separately!
The Perfect Client Organization Tool

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Financial Documents Reference Manual & Guidelines Card
Financial Documents Reference Manual & Guidelines Card
Your Price $6.95

An organized recordkeeping system will help your clients avoid frustration, while saving them valuable time and money. This 16-page booklet and quick reference card explain how and where both legal and vital non-legal documents should be safely stored for quick and easy retrieval.

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Financial Documents Metal Strong Box

Financial Documents Metal Strong Box
Our Price: $49.95

Creates a Caring Reputation for Advisors

When delivering key financial documents to your clients—such as investment records, annuity contracts, stock and mutual fund certificates, bonds, and insurance policies—you can foster loyal relationships by presenting them in our classic pinstriped, metal strong box. Featuring a three-digit personal combination security lock and polished silver carrying handle, this smartly designed strong box can protect a large selection of both original and backup records that your clients will want to keep at their fingertips. An interior business card holder allows you to prominently display your name and contact information.

Included FREE with each Metal Strong Box:

  • Personalized, Engraved Client Nameplate
  • 16-page Financial Documents Reference Manual
  • Document Filing Guidelines Card

Includes FREE Engraved Brass Nameplates.

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