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 - Present
- Annual Financial Review - Prior
- Annuities – Fixed and Variable
- Business Agreements – Corporate/Partnership
- Certificates of Deposit
- Correspondence – Legal, Financial, Accounting
- Education Funding – College Investment Plans
- Employer Retirement Plans – Pension/Profit Sharing
- Estate Planing Wills and Trusts
- Insurance – Life, Medical, LTC, Disability
- Investments – Mutual Funds, Stocks, Bonds, Etc.
- IRAs
- Loan Documents
- Property and Casualty Insurance
- Social Security Benefits
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