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Financial Documents File Box
  
Your Price $29.95


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Description
 

Encourages Clients to Plan and Review

Stand tall in the opinion of all your clients by presenting them with this personalized, reinforced document organizer that includes 16 premium file dividers for quick access to important financial records, papers, and certificates. It’s an organizer every client will value—particularly when you schedule annual financial reviews. When presenting this organizer to your clients, explain how its ease of use will help to create the peace of mind that comes with knowing where personal financial documents can be found and to accurately plan for their ongoing financial security.

Included FREE with each Documents File Box:

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

Includes FREE Engraved Brass Nameplates.

New Price! Was $49.95, Now $29.95 

Buy 6 get 1 FREE!
 

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