Receive our email!

You will receive NO SPAM – only hot deal notifications.

Enter your email:

   

(Optional)
(Optional)
(Optional)

  Home > Financial Document Organization >

Standard Financial Document Case
Standard Financial Document Case
Standard Financial Document Case
 
Alternative Views:


Your Price $199.00


Personalize Your Exterior Nameplate(s)

#402 Client Imprint (Required)*:

***Number individual names/personalizations***
***Up To 32 Characters Per Nameplate***

Personalize Your Interior Nameplate(s)

#403 Agent Imprint (Required)*:

***Number individual names/personalizations***
***Up To 64 Characters Per Nameplate***
***Generally listed as "Presented to Your Client's Name,
Compliments of Your Name"***

Choose a case color

  

Qty:

  
Description
 

Smaller but Still as Rich

At some point, you may be working with clients that require modified financial services.We know that under those circumstances you may want a smaller financial documents case with less need for filing specific documents. So Boxes by Pandora has developed a smaller case that maintains the same high quality construction with fewer files and tabs.

Exterior Features: Built in the U.S.A.

  • North American Cherry Wood or Canadian Maple
  • Dovetail Joinery Construction
  • Rigid Vinyl Handle
  • Brass Keyed Lock, Hardware and Hinge
  • Brass Engraved Exterior Client Name Plate
Interior Features:
  • 15 Black Hanging Files with White Hangers
  • Brass Interior Rails Hold Hanging Files
  • Brass Engraved Interior Presentation Name Plate
  • 6" File Capacity
  • Weight 9 lbs (includes files)
  • Lid Lining may be Gold Foil Hot Stamped with Your Firm’s Name and/or logo
  • 15 Financial File Tabs: Annual Financial Review
  • Prior Financial Review
  • Annuities – Fixed and Variable
  • Business Agreements – Corporate/Partnership
  • Certificates of Deposit
  • Correspondence – Legal, Financial, Accounting
  • Education Funding – College Investment Plans
  • Retirement Plans – Employer and Personal
  • Estate Planing Wills and Trusts
  • Insurance – Life, Medical, LTC, Disability
  • Investments – Mutual Funds, Stocks, Bonds, Etc.
  • Loan Documents
  • Property and Casualty Insurance
  • Social Security Benefits
  • Miscellaneous

Share your knowledge of this product with other customers... Be the first to write a review

Browse for more products in the same category as this item:

Financial Document Organization