WEALTH MANAGEMENT SOLUTIONS

Transcription

1 WEALTH MANAGEMENT SOLUTIONS Newkirk s Wealth Management solutions provide the building blocks you need

2 Relationship Building and Retention Building Relationships The cornerstone of a successful Wealth Management practice is having a plan and being prepared to change the plan, and your tools, as uncontrollable events take place. Each relationship is unique. In turn, each relationship demands a unique plan based on economic conditions, the lifestage of your clients, and the resources and tools available to you. Retaining Relationships Your clients want your time, your ear, and your advice. Newkirk will help you manage communications in a timely and cost-effective manner. Our CPAs, CFPs, and attorneys know your business, so you can count on accurate, reader-friendly materials. And our extensive, high-quality Wealth Management content is available in multiple formats. Mix and match printed and electronic formats so you can tailor your communication approach to match the preferences of each relationship. Reaping the Rewards We value the importance you place on each client relationship. We understand why each relationship is significant to you. With Newkirk as your marketing partner, you ll spend less time on the development of your communications platform giving you more time to focus your efforts on building relationships. Take the first step today. With over 35 years of financial communications success, Newkirk offers you the only option for authoritative financial communications that educate and motivate. Reward yourself with Newkirk s help.

3 CONTENTS TRUST & ESTATE PLANNING PAGE Estate Planning Guide 2 Wealth Management Series 3 Perspectives on Estate & Financial Planning 4 R&D (Referral Source) Newsletter 4 GENERAL FINANCIAL PLANNING PAGE Personal Financial Planning Guide 12 Client Prospecting Newsletter (Prospect) 13 Client Retention Newsletter (Options) 13 FourBits Newsletter 14 TAX PLANNING 2011 Year-End Tax Planning Guide 5 Wealth Management Series Tax Planning Guide 7 Tax Report Newsletter 7 INVESTMENT PLANNING PlanWise Newsletter 8 Wealth Management Series 9 BUSINESS PLANNING Employee Benefit Forum Newsletter 15 Wealth Management Series 16 Perspectives on the Construction Industry 17 Perspectives on Employee Benefits 17 Perspectives on Estate & Financial Planning 17 Perspectives on Litigation Support 17 Perspectives on Medical Practice Management 17 Perspectives on Not-for-Profit Organizations 17 RETIREMENT PLANNING Retirement Planning Guide 10 Wealth Management Series 11 ONLINE TOOLS Financial Resource Center 18 Internet Articles Library 19 Online Financial Planning Calculators 20 Will File OnLine & Database Management 20 KEY CODE Booklet Printed booklet Internet Content Available in electronic format PowerPoint Presentation Available as a Microsoft PowerPoint presentation Online Calculator Coordinating online calculator available 1

4 TRUST & ESTATE PLANNING It s crucial that your high-net-worth clients and prospects have an estate plan that will help preserve their assets and minimize their estate taxes. Newkirk s estate planning communications will help to accomplish this task while reminding your audience of the importance of your services. Your promotional imprint here and/or back cover Other available Guides include: Retirement Planning (pg. 10) Personal Financial Planning (pg. 12) Estate Planning Guide FINRA reviewed With a copy of this easy-to-comprehend explanation of federal transfer taxes and various estate planning strategies, your clients and prospects can come away with a deeper understanding of the importance of estate planning and an appreciation of your services. This booklet also includes a variety of helpful tables. The Estate Planning Guide covers: Federal estate tax and planning strategies Disability planning strategies A list of events that should trigger an estate plan review Estate Planning Guide Booklet specifications: 16 pages plus full-color cover and text, 8 3 /8" x 10 3 /4". Booklet imprint options: Standard imprint, custom imprint, no imprint. BOOKLET Unit Cost $ ,000 2, ,500 4, , One-year subscription $499 per year for access to PDF and HTML per title. Minimum imprint quantity: 50 per title. Unimprinted booklets available in lots of 25 for $2.15 each. Custom imprint available for additional charge. POWERPOINT PRESENTATION $199 for a PowerPoint presentation with script that includes content for all 3 Guides Personal Financial Planning, Retirement Planning, and Estate Planning. ONLINE CALCULATOR For more information: Call or visit 2

5 Trust & Estate Planning Full-color custom imprint available! Wealth Management Series FINRA reviewed Newkirk s Wealth Management Series consists of booklets and one-page SmartSheet summaries that explain your services in terms your clients will understand and respond to. Titles available in Trust and Estate Planning: Trust & Investment Services Why You Need a Will Naming Your Executor Agent for Executor Naming Your Trustee Living Trusts Booklet specifications: Testamentary Trusts (Trusts Under Will) Charitable Lead Trusts Charitable Remainder Trusts QTIP Trusts Two-Trust Estate Plan for Married Couples Understanding the Federal Estate Tax Making Lifetime Gifts Special Needs Trusts Passing Along Your Wealth and Values Business Succession Planning The 3 7 /8" x 8 1 /2" eye-catching booklets are educational and great for cross-selling your services. SmartSheets specifications: The 8 1 /2" x 11" SmartSheets are one-page summaries available in several formats including print, PDF, and HTML. Imprint options: Both the booklets and SmartSheets can be personalized with your imprint printed in full color on the front and back of each piece. Wealth Management Series BOOKLETS Unit Cost $ ,000 2, ,500 4, ,000 9, ,000 + Call for quote SMARTSHEETS Unit Cost $ ,000 2, ,500 4, ,000 9, ,000 + Call for quote Unimprinted booklets: $.95 each. Unimprinted SmartSheets: $.85 each. Minimum order quantity: 50 per title/200 per order. Initial set-up fee for imprint typeset by Newkirk: $85. One-year subscription $195 per year for access to PDF and HTML per title. $595 per year for full access to the entire series. ONLINE CALCULATOR For more information: Call or visit 3

6 Your promotional imprint here and/or back cover. Your promotional imprint here and/or back cover. Perspectives on Estate & Financial Planning Newsletter A quarterly newsletter presenting practical strategies and tips on issues affecting clients estate and financial planning concerns. Become a geographically exclusive distributor and grow your own profitable niche. Newsletter specifications: 4 pages, 2 color, 8 1 /2" x 11". Frequency: Quarterly. Personalization/imprint area: Title and masthead available on page 1. Custom message or self-mailer available on page 4. R&D (Referral Source) Newsletter Contains practitioner-level articles on current tax and estate planning developments and recent court cases. Generate referrals from CPAs, accountants, attorneys, and other financial professionals. Newsletter specifications: 4 pages, 2 color, 8 1 /2" x 11". Frequency: Bimonthly. Personalization/imprint area: Title and masthead available on page 1. Custom message or self-mailer available on page 4. Perspectives on Estate & Financial Planning Newsletter NEWSLETTER Unit Cost $ , Initial set-up fee: $25. Plus market area charge of $20 per 100,000 of population per year. Subscriptions are payable annually in advance. Payment by credit card only. No checks accepted. ELECTRONIC FORMAT $250 per year plus market area charge of $20 per 100,000 of population per year. Price does not include applicable sales tax. R&D (Referral Source) Newsletter NEWSLETTER Unit Cost $ ,000 1, ,500 + Call for quote ELECTRONIC FORMAT $250 per issue when printed version is purchased. Price does not include applicable sales tax. 4

7 TAX PLANNING In today s technological world, being prepared to get your message across in a variety of formats is essential. Whether your objective is prospecting new business or retaining current clients, Newkirk will help you deliver effective communications in professional and comprehensive packages in print and electronic formats Year-End Tax Planning Guide FINRA reviewed Help your clients cut their tax bills before year-end with tax planning charts, tips, and strategies for individuals, businesses, and investors. The Year-End Tax Planning booklet covers: Your promotional imprint here and/or back cover For individuals: 2011 income-tax brackets Capital gains and losses Alternative minimum tax For businesses: Explanations of opportunities presented by the Economic Stimulus Act of 2008 Retirement plan contribution limits Booklet specifications: 16 pages plus full-color cover and 2-color text, 8 3 /8" x 10 3 /4". Booklet imprint options: Standard imprint, custom imprint, no imprint Year-End Tax Planning Guide BOOKLET Unit Cost $ ,000 2, ,500 4, , Minimum imprint quantity: 50. Unimprinted booklets available in lots of 25 for $2.15 each. Custom imprint available for additional charge. Prices do not include shipping, handling, and applicable sales tax. One-year subscription $499 per year for access to a hyperlink from your website to link to an HTML of the product purchased and a PDF of the product. 5

8 Full-color custom imprint available! Wealth Management Series FINRA reviewed Newkirk s Wealth Management Series consists of booklets and one-page SmartSheet summaries that explain your services in terms your clients will understand and respond to. Titles available in Tax Planning: Retirement Planning with IRAs (Questions & Answers About IRAs) IRA Rollovers: Consolidate Your Assets Understanding the Federal Estate Tax Booklet specifications: The 3 7 /8" x 8 1 /2" eye-catching booklets are educational and great for cross-selling your services. SmartSheets specifications: The 8 1 /2" x 11" SmartSheets are one-page summaries available in several formats including print, PDF, and HTML. Imprint options: Both the booklets and SmartSheets can be personalized with your imprint printed in full color on the front and back of each piece. Wealth Management Series BOOKLETS Unit Cost $ ,000 2, ,500 4, ,000 9, ,000 + Call for quote SMARTSHEETS Unit Cost $ ,000 2, ,500 4, ,000 9, ,000 + Call for quote Unimprinted booklets: $.95 each. Unimprinted SmartSheets: $.85 each. Minimum order quantity: 50 per title/200 per order. Initial set-up fee for imprint typeset by Newkirk: $85. One-year subscription $195 per year for access to PDF and HTML per title. $595 per year for full access to the entire series. ONLINE CALCULATOR For more information: Call or visit 6

9 Tax Planning Your promotional imprint here and/or back cover 2012 Tax Planning Guide FINRA reviewed Provide accurate information on today s complex tax issues, and promote your business at the same time by adding your imprint. The Tax Planning Guide covers: Current tax law provisions Capital gains and losses Traditional and Roth IRAs Business tax deductions and credits Education tax incentives Retirement plan options Booklet specifications: 32 pages plus full-color cover and 2-color text, 3 7 /8" x 8 1 /2". Tax Report Newsletter Filled with tax planning articles for businesses and individuals, the Tax Report newsletter targets the needs of your more sophisticated clients and prospects. Newsletter specifications: 4 pages, full-color, 8 1 /2" x 11". Frequency: 6 issues per year (choose at least 4 issues per year). Personalization/imprint area: Right-hand column for logo and custom article. Custom message or self-mailer available on page 4. Booklet imprint options: Standard imprint, custom imprint, no imprint Tax Planning Guide BOOKLET Unit Cost $ ,000 2, ,500 4, , Minimum imprint quantity: 100. Unimprinted booklets available in lots of 25 for $1.25 each. Custom imprint available for additional charge. Tax Report Newsletter NEWSLETTER Unit Cost $ , Initial set-up fee: $50. Payment by credit card only. No checks accepted. One-year subscription $199 per year for access to a hyperlink from your website to link to an HTML of the product purchased and a PDF of the product. $250 per issue when printed version is purchased. Price does not include applicable sales tax. 7

10 INVESTMENT PLANNING One thing is for certain, successful investing requires proper planning. With Newkirk s help, you can provide your clients and prospects with investment planning fundamentals and help them determine how best to achieve their financial goals, while promoting your services at the same time. PlanWise Newsletter FINRA reviewed Focused on investment planning, each issue is packed with motivational articles that will help businesses and individuals recognize their need for investment planning services. Newsletter specifications: 4 pages, full-color, 8 1 /2" x 11". Frequency: 6 issues per year (choose at least 4 issues per year). Personalization/imprint area: Right-hand column for logo and custom article. Custom message or self-mailer available on page 4. PlanWise Newsletter NEWSLETTER Unit Cost $ , Initial set-up fee: $50. Payment by credit card only. No checks accepted. $250 per issue when printed version is purchased. Price does not include applicable sales tax. 8

11 Investment Planning Full-color custom imprint available! Wealth Management Series FINRA reviewed Newkirk s Wealth Management Series consists of booklets and one-page SmartSheet summaries that explain your services in terms your clients will understand and respond to. Titles available in Investment Planning: Trust & Investment Services Investment Management Accounts Investment Custody Accounts (Custodial Accounts) Mutual Fund Investing Investing During Retirement Booklet specifications: The 3 7 /8" x 8 1 /2" eye-catching booklets are educational and great for cross-selling your services. SmartSheets specifications: The 8 1 /2" x 11" SmartSheets are one-page summaries available in several formats including print, PDF, and HTML. Imprint options: Both the booklets and SmartSheets can be personalized with your imprint printed in full color on the front and back of each piece. Wealth Management Series BOOKLETS Unit Cost $ ,000 2, ,500 4, ,000 9, ,000 + Call for quote SMARTSHEETS Unit Cost $ ,000 2, ,500 4, ,000 9, ,000 + Call for quote Unimprinted booklets: $.95 each. Unimprinted SmartSheets: $.85 each. Minimum order quantity: 50 per title/200 per order. Initial set-up fee for imprint typeset by Newkirk: $85. One-year subscription $195 per year for access to PDF and HTML per title. $595 per year for full access to the entire series. ONLINE CALCULATOR For more information: Call or visit 9

12 RETIREMENT PLANNING Retirement seems a long way off for some, but you know how important it is to plan at any age. Offer your clients and prospects retirement planning materials they can take home, or use materials as handouts at seminars. With your name on the communications, they ll know who to turn to for additional help. Your promotional imprint here and/or back cover Retirement Planning Guide FINRA reviewed Your clients and prospects will get a head start on the road to a secure retirement with Newkirk s Retirement Planning Guide. The booklet introduces them to the basics of retirement planning, and the easy-to-understand text walks them through investment concepts such as tax-deferred savings, asset allocation, and diversification. The Retirement Planning Guide covers: A worksheet that helps estimate retirement needs Information about retirement income sources such as 401(k) plans, IRAs, and more A risk assessment worksheet to determine tolerance for risk Retirement Planning Guide Other available Guides include: Estate Planning (pg. 2) Personal Financial Planning (pg. 12) Booklet specifications: 16 pages plus full-color cover and text, 8 3 /8" x 10 3 /4". Booklet imprint options: Standard imprint, custom imprint, no imprint. BOOKLET Unit Cost $ ,000 2, ,500 4, , One-year subscription $499 per year for access to PDF and HTML per title. Minimum imprint quantity: 50 per title. Unimprinted booklets available in lots of 25 for $2.15 each. Custom imprint available for additional charge. POWERPOINT PRESENTATION $199 for a PowerPoint presentation with script that includes content for all 3 Guides Personal Financial Planning, Retirement Planning, and Estate Planning. ONLINE CALCULATOR For more information: Call or visit 10

13 Retirement Planning Full-color custom imprint available! Wealth Management Series FINRA reviewed Newkirk s Wealth Management Series consists of booklets and one-page SmartSheet summaries that explain your services in terms your clients will understand and respond to. Titles available in Retirement Planning: In-plan Roth Conversions An Option to Consider Retirement Planning with IRAs (Questions & Answers About IRAs) IRA Rollovers: Consolidate Your Assets Choosing a Retirement Plan (How Retirement Plans Compare) Understanding Annuities When Retirement Is Near Your Retirement Income Investing During Retirement The Roth IRA: Your Questions, Our Answers SmartSheets specifications: The 8 1 /2" x 11" SmartSheets are one-page summaries available in several formats including print, PDF, and HTML. Imprint options: Both the booklets and SmartSheets can be personalized with your imprint printed in full color on the front and back of each piece. Booklet specifications: The 3 7 /8" x 8 1 /2" eye-catching booklets are educational and great for cross-selling your services. Wealth Management Series BOOKLETS Unit Cost $ ,000 2, ,500 4, ,000 9, ,000 + Call for quote SMARTSHEETS Unit Cost $ ,000 2, ,500 4, ,000 9, ,000 + Call for quote Unimprinted booklets: $.95 each. Unimprinted SmartSheets: $.85 each. Minimum order quantity: 50 per title/200 per order. Initial set-up fee for imprint typeset by Newkirk: $85. One-year subscription $195 per year for access to PDF and HTML per title. $595 per year for full access to the entire series. ONLINE CALCULATOR For more information: Call or visit 11

14 GENERAL FINANCIAL PLANNING A daunting task for some might be your area of expertise. Let people know your experience matters. Build trust with your audience by offering them reliable financial planning education. Let clients and prospects know your services can help them achieve their financial goals. You ll benefit from building a relationship that will last. Your promotional imprint here and/or back cover Other available Guides include: Estate Planning (pg. 2) Retirement Planning (pg. 10) Personal Financial Planning Guide FINRA reviewed Help your clients and prospects become actively involved in identifying their financial goals and determining how much they need to save. The Personal Financial Planning Guide introduces your clients and prospects to goal-setting, budgeting and debt management, life insurance and disability planning, investment and education planning, and retirement and estate planning. The Personal Financial Planning Guide covers: Budgeting and debt management Life insurance and disability planning Investment planning Personal Financial Planning Guide Booklet specifications: 24 pages plus full-color cover and text, 8 3 /8" x 10 3 /4". Booklet imprint options: Standard imprint, custom imprint, no imprint. BOOKLET Unit Cost $ ,000 2, ,500 4, , One-year subscription $499 per year for access to PDF and HTML per title. Minimum imprint quantity: 50 per title. Unimprinted booklets available in lots of 25 for $2.15 each. Custom imprint available for additional charge. POWERPOINT PRESENTATION $199 for a PowerPoint presentation with script that includes content for all 3 Guides Personal Financial Planning, Retirement Planning, and Estate Planning. ONLINE CALCULATOR For more information: Call or visit 12

15 General Financial Planning Client Prospecting Newsletter (Prospect) Prospect is designed to cultivate new business from your prospective customer base. Featuring articles on estate, investment, tax, and retirement planning to illustrate the benefits of planning ahead, this newsletter provides an opportunity for financial institutions to increase visibility and position themselves as professional wealth managers. Each issue typically promotes a single wealth management product. Newsletter specifications: 4 pages, full-color, 8 1 /2" x 11". Frequency: Quarterly. Personalization/imprint area: Custom masthead and right-hand column for logo and custom article. Custom message or self-mailer available on page 4. Client Retention Newsletter (Options) Options is an excellent choice as a customer retention communication. This newsletter explores financial planning options available to customers and prospects through articles on estate, investment, and tax concepts. Designed for use by financial institutions and wealth management firms to provide authoritative planning information to current and prospective customers. Newsletter specifications: 4 pages, full-color, 8 1 /2" x 11". Frequency: Quarterly. Personalization/imprint area: Custom masthead and right-hand column for logo and custom article. Custom message or self-mailer available on page 4. Client Prospecting Newsletter (Prospect) and Client Retention Newsletter (Options) NEWSLETTERS Unit Cost $ ,000 2, ,500 4, ,000 + Call for quote $250 per issue when printed version is purchased. Price does not include applicable sales tax. 13

16 FourBits Newsletter FINRA reviewed Features top-notch financial planning articles on estate planning, retirement planning, saving and investing, and tax strategies. Keeps readers informed about current trends. Newsletter specifications: 4 pages, full-color, 8 1 /2" x 11". Frequency: 6 issues per year (choose at least 4 issues per year). Personalization/imprint area: Right-hand column for logo and custom article. Custom message or self-mailer available on page 4. FourBits Newsletter NEWSLETTER Unit Cost $ , Initial set-up fee: $50. Payment by credit card only. No checks accepted for this product. $250 per issue when printed version is purchased. Price does not include applicable sales tax. 14

17 BUSINESS PLANNING Building and retaining client relationships require paying attention to their needs. And when your client has a specialty, it helps that they feel you understand their business. Newkirk s business planning solutions help you to hone in on what matters most to your clients and to remind them that you re available to talk anytime. Your promotional imprint here and/or back cover. Employee Benefit Forum Newsletter This newsletter combines easy-to-read articles on current employee benefit issues with explanations of basic employee benefit concepts. A great tool for keeping plan sponsors informed. Newsletter specifications: 4 pages, full-color, 8 1 /2" x 11". Frequency: Quarterly. Personalization/imprint area: Title and masthead available on page 1. Custom message or self-mailer available on page 4. Employee Benefit Forum Newsletter NEWSLETTER Unit Cost $ ,000 2, ,500 4, , $250 per issue when printed version is purchased. Price does not include applicable sales tax. 15

18 Full-color custom imprint available! Wealth Management Series FINRA reviewed Newkirk s Wealth Management Series consists of booklets and one-page SmartSheet summaries that explain your services in terms your clients will understand and respond to. Titles available in Business Planning: Choosing a Retirement Plan (How Retirement Plans Compare) Booklet specifications: The 3 7 /8" x 8 1 /2" eye-catching booklets are educational and great for cross-selling your services. SmartSheets specifications: The 8 1 /2" x 11" SmartSheets are one-page summaries available in several formats including print, PDF, and HTML. Imprint options: Both the booklets and SmartSheets can be personalized with your imprint printed in full color on the front and back of each piece. Wealth Management Series BOOKLETS Unit Cost $ ,000 2, ,500 4, ,000 9, ,000 + Call for quote SMARTSHEETS Unit Cost $ ,000 2, ,500 4, ,000 9, ,000 + Call for quote Unimprinted booklets: $.95 each. Unimprinted SmartSheets: $.85 each. Minimum order quantity: 50 per title/200 per order. Initial set-up fee for imprint typeset by Newkirk: $85. One-year subscription $195 per year for access to PDF and HTML per title. $595 per year for full access to the entire series. ONLINE CALCULATOR For more information: Call or visit 16

19 Your promotional imprint here and/or back cover Your promotional imprint here and/or back cover Business Planning Your promotional imprint here and/or back cover Your promotional imprint here and/or back cover Your promotional imprint here and/or back cover Your promotional imprint here and/or back cover Niche Newsletters Set yourself apart from your competition by distributing Niche Newsletters. You will reinforce your position as an expert in one or more niche specialties. Four pages of targeted text conveys your experience and knowledge in the industry or service area. Become a geographically exclusive distributor of each newsletter and grow your own profitable niche. The Niche Newsletters include: Practical, industry-specific content Professionally designed graphics and easy-to-read text Market area exclusivity Perspectives on the Construction Industry Written for contractors and subcontractors. Covers strategies and information enabling readers to more efficiently manage their construction companies. Newsletter specifications: 4 pages, 2 color, 8 1 /2" x 11". Frequency: Quarterly. Personalization/imprint area: Title and masthead for logo on page 1. Custom message or self-mailer available on page 4. Niche Newsletters NEWSLETTERS Unit Cost $ , Minimum imprint quantity: 50 per title/100 per issue. Initial set-up fee: $25. Plus market area charge of $20 per 100,000 population per year. Subscriptions are payable annually in advance. Payment by credit card only. No checks accepted for this product. ELECTRONIC FORMAT Perspectives on Employee Benefits Provides strategies and tips on the issues and recent developments affecting employee benefit planning. Perspectives on Estate & Financial Planning Contains practical strategies and tips on issues affecting clients estate and financial planning concerns. Perspectives on Litigation Support Informs litigation attorneys of recent developments affecting litigation support, such as valuation of assets, damages valuation, taxation of settlements, and financial testimonies. Perspectives on Medical Practice Management Provides authoritative, practical strategies and tips for running a medical practice more effectively. Does not contain medical content. Perspectives on Not-for-Profit Organizations Written for not-for-profit board members and staff. Offers information that allows readers to better manage their nonprofit organizations. $250 per year plus the market area charge of $20 per 100,000 population per year. Price does not include applicable sales tax. 17

20 ONLINE TOOLS The Internet is fast becoming the number one tool for conducting research and educating your audience. In this section, learn about Newkirk s online tools that will benefit both you and your clients! From articles of interest to planning calculators, you ll find ways to enhance your client communications. Attractive landing page features your company s logo and disclosure information. Financial content arranged logically by age group. Short Takes succinct and relevant In-depth e-booklets Interactive Flash presentations Financial Resource Center Newkirk s Financial Resource Center is the answer to providing reliable financial information to all age groups simply and successfully. Available 24/7 via the Internet, users will find this single source of financial content age-appropriate, reader-friendly, and useful. Featuring important financial articles, interactive calculators, Flash presentations, and comprehensive Financial Planning Guides, the Center can be branded with your company logo to ensure name recognition, position your company as the experts in financial planning, and encourage users to contact you for financial assistance. Some of the many topics covered include: Estate Planning Financial Planning Retirement Planning Investing Income Tax Gift Tax Would you like to view a demo of the Financial Resource Center? Visit to view a demo. To request more information, contact Ellie Alexander at or [email protected]. 18

21 Internet Articles Library Communicate with ease A subscription to Newkirk s Articles Library will reduce your time and effort in creating financial communications. It s as simple as logging on to this online library to gain access to hundreds of up-to-date financial articles that you can use on your website, in a newsletter, in an , etc. With an Articles Library subscription, you benefit from: An Internet-based library available to you anytime, anywhere Professionally written articles categorized by topic Use as your own edit text and add your byline Monthly from Newkirk announces new articles Newkirk s Articles Library articles include: Estate Planning Income Tax Financial Planning Investing General (planning) Retirement Gift Tax Trusts View sample articles online Browse sample articles at Enter the following on the login screen: Login ID: newkirk1 Password: epubsdemo Online Tools 19

22 Online Financial Planning Calculators Online planning calculators add valuable content to your website. Whether your target audience is the qualified plan market, the IRA market, or a broader financial arena, online calculators can easily be incorporated into the appropriate areas of your website helping keep your audience informed. Calculators exist in multiple functional areas including: IRA tools Asset allocation tools Budgeting/planning tools Qualified plan savings tools Qualified plan distribution tools Features: Easy to use. The answers to a few quick questions are all that are required to provide helpful financial information. Simple implementation. Newkirk s technical team will walk you through the installation procedure (if help is required). Flexible. The calculators incorporate pleasing graphics, which can be modified to suit specific website requirements. To review the list of calculators available, go to: Test-drive them today, and add them to your website tomorrow! Call with any questions. The Financial Planning Calculators have been developed by MasteryPOINT Financial Technologies, a Newkirk subsidiary, and are provided by MasteryPOINT and MP Advisory Services, LLC, a registered investment advisor. Will File OnLine & Database Management Newkirk s Will File OnLine offers unparalleled convenience and flexibility. Will File OnLine is an Internet-based data management system that provides real-time access to the most current information on fiduciary relationships. Its secure, password-protected environment facilitates communications that can help with retention efforts and current- and futurefee business. Will File OnLine users can: Add, change, and delete will and unfunded trust records on their desktops. View and select individual records for analysis. View and download customized reports. Target specific customers for cross-sale purposes. Newkirk also offers Online Data Management Services. Through Newkirk s Online Influencers File, individual users can: Identify and communicate with key business contacts. See big picture trends. Use customized reporting to determine the success of events. And, if you need some help identifying the right sources in your community, Newkirk s list development services help find you names, addresses, telephone numbers, and more. To find out more, contact Ellie Alexander at or [email protected]. 20

23 NEWKIRK SPECIALTY SERVICES Whether your firm requires a single, unique communication or a complete campaign, you can count on Newkirk to deliver a full-service solution. Our state-of-the-art production process offers convenience and cost savings. Our Services Include: Custom Editorial: Develop content based on your image and your audience. Custom Design: Creative strategy, research writing, graphic design, and composition. Printing: Full-color offset and digital laser printing. Direct-mail Campaign: Direct response marketing services, shipping, and pick-and-pack. Distribution: Customized communication in popular delivery format. Software Development: Interactive software and systems design. Internet Development: Interactive Internet website design. For more information, call or visit 21

24 15 Corporate Circle Albany, NY PRESORTED STANDARD U.S. POSTAGE P A I D NEWKIRK PRODUCTS Newkirk s Wealth Management solutions provide the building blocks you need