In addition to custom marketing materials, the Active Manager's Resource Center offers a series of currently existing materials that can be adapted to your business
2005-2006 Retirement Plan Maximum Contributions Form
The retirement contribution table is a good way to remind clients to make their full contributions as soon as possible and to let them know that you manage retirement assets for clients. This form is customized with your logo, color scheme and contact information and sent to you as a print ready PDF.
10 Ways We Can Help You, the Attorney
10 Ways We Can Help You, the CPA
These two one-page inserts are designed for use when seeking referrals from accountants and attorneys and detail how an active manager helps the CPA or attorney better serve their clients. Again, the pieces are customized with your contact information.
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