You are here

Beneficiary Designation Form Pamphlet Pack

Click the image for a larger view.

UPDATED 2016 INFORMATION!

The Beneficiary Designation Form pamphlet includes the definition of a beneficiary designation form, a detailed checklist to go over with your financial advisor and bullet points of essential additional information on the importance of naming beneficiaries and how to properly name a beneficiary.

This is essential retirement planning information to share with clients and prospects!

Remember: You can personalize the back of each pamphlet with your contact information and logo. Once purchased, send all personalization information to Jared Trexler at jared@irahelp.com.

Order in bulk to save per book + take advantage of free shipping on all orders over $200!

 

ProductRegular Price
Designation Pamphlet (50-pack)$150.00
Designation Pamphlet (100-pack)$275.00
Designation Pamphlet (250-pack)$625.00
Designation Pamphlet (500-pack)$1,125.00
Designation Pamphlet (1000-pack)$2,000.00

Category: