Marketing Materials

Savvy IRA Planning is an excellent way to grow your business. Several comprehensive and insightful marketing resources are available to members of Savvy IRA Planning for Boomers.

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Marketing Toolkit

This 65+ page toolkit is filled with tips, timelines, checklists, and templates to help you plan, deliver, and follow up with your FINRA-reviewed, Savvy IRA presentations.

Customizable Postcards, Posters, and Press Releases

Add your photo, logo, and contact information to a FINRA-reviewed postcard or poster for marketing purposes. There are postcards and posters for every major presentation we offer. Download PDFs for free and take them to your local printer.

Use the customizable press releases to let your community know about your presentation.

Client References

The Baby Boomer’s Guide to IRA Planning

Educate clients and prospects. Upon joining, members receive fifty (50) copies of this 3-panel, 6-sided, 8.5" x 11" reference to distribute to clients and prospects. It explains key IRA concepts necessary to understanding IRA planning decisions in straightforward, easy-to-understand language. Order copies of this client reference at the Horsesmouth store at any time.

New Retirement Rules Card (FINRA-reviewed)

This 2-sided handout for clients, prospects, and workshop attendees can be personalized with your photo and contact information. This informative card tells you what the new rules are and how they’re different from the old ones. It includes nearly all the changes affecting individuals and businesses. Members get a free customized PDF, or you can order custom hard copies at the Horsesmouth store at any time.