2024 TAX GUIDE PDF + SECURE 2.0 Act Overview PDF
YOUR Logo | YOUR Headshot | YOUR Brand
Looking for a surefire way to wow your clients with massive value? When you order your 2024 Custom Branded Tax Guide PDF and SECURE 2.0 Act Overview PDF, you can provide a professionally designed lead generator to your clients, prospects, and affiliate partners like attorneys, CPAs, trustees, and insurance brokers.
Our comprehensive tax guide is an easy-to-read, 3-page PDF that your clients will reference time and time again. Our SECURE 2.0 Act Overview PDF highlights all the major changes that took place at the end of 2022.
Don’t miss out on this great opportunity to promote your brand as you help clients and generate prospects.
HOW WILL WE CUSTOM BRAND YOUR 2024 TAX GUIDE?
- Your Company Logo on the top and bottom of every page
- Your Company Brand Colors so the guide is instantly recognizable
- Your Headshot to build trust and recognition with clients
- Your Contact Information so your clients can easily connect with you
- Broker-Dealer, RIA, Legal Disclosure for total clarity between you and your client
HOW TO ORDER YOUR CUSTOM BRANDED GUIDE?
- Buy the Custom Branded 2023 Tax Guide PDF by clicking the button below
- We’ll email you a confirmation receipt and request the following:
- Your Logo - We recommend a high-quality vector image
- Your Business Name - How you want it to appear
- Advisor Name - To Appear on Last Page (Not Required)
- Your Address - Choose One Address
- Your Brand Colors - Two colors that best identify your firm in HEX Format
- Your Legal Disclosure - Your firm’s disclosure statement
- A team member will follow up with a draft version
- Once the draft is approved by you, we will email your final version!
Orders received by 5 PM EST on Tuesday of this week will be processed and ready for draft review by the end of the day on Thursday.
