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

• 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