Mid Year Tax Planning Memo Cover Letter Ready to by eminems


									       2008 Mid-Year Tax
        Planning Memo
        & Cover Letter
                                                                      Edwin P. Morrow

                Ready-to-Use                                        CLU, ChFC, CFP®, RFC®

Why this is so important:                      The text may illuminate issues of concern
                                               or changes that have gone unnoticed or
• All of your clients, prospects and           unappreciated by your clients.
  suspects want to know how the new
  laws and rates will affect them. They        Communication is critical:
  may not have called your office – but
  rest assured, they do have questions.        • The most often cited reason that clients
                                                 change financial advisors is lack of
• When your clients, and even your               communication.
  prospects, have questions about the
  changes in their own particular situation    • To communicate more you must have a
  who will they call?                            variety of informative and interesting
                                                 material. The 2008 Mid-Year Planning
• To communicate more with all your              Memo is just that – professional,
  clients and prospects you must employ a        valuable and interesting.
  variety of materials. You may already be
  sending newsletters, birthday cards,
                                               What you get:
  account statements, and more. But
  experts tell us that you need more than      • We will send you by return e-mail three
  15 “touches” per year to have any hope         Microsoft Word documents: the 2008
  of    maintaining     “Top    of    Mind       Mid-Year Planning Memo, a cover letter
  Awareness.”(TOMA)                              and step-by-step directions.
• You could research, write and fact           • You may review, edit and personalize
  check an article like this yourself - but      these documents as you wish, then print
  wouldn’t your time be more effectively         them for delivery to your most important
  spent face-to-face with your contacts?         contacts.
                                               • Take advantage of this offer quickly to
The memo is succinct and designed to             be perceived as timely and sharp.
illuminate issues but not provide all the
answers. That is left for you to do!

This will briefly touch all of the following
areas that are of concern to individuals,
families and business owners:

   •   Alternative Minimum Tax
   •   Capital Gains and Losses
   •   Changes to Kiddie Tax
                                               Return the Order Form below as soon as
   •   Financing Education                     possible. Reaffirm your status as the
   •   Retirement Plans                        professional financial advisor of choice.
   •   Roth Conversion                         Maintain “TOMA” with your most valuable
   •   Life Insurance                          clients.
   •   Estate Tax
   •   How to Take Action Now                  E-mail or fax to us today! You will be
                                               among the first to receive the 2008 Mid-
                                               Year Planning Memo.
                                      To order:
     Only                             Print the form below,
     $145                             complete and fax to:
                                      513 424 5752

Please send 2008 Mid-Year Planning Memo and Cover Letter


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                Financial Planning Consultants, Inc.
                       The Financial Planning Building
                  2507 N. Verity Pkwy.   P. O. Box 420430
                        Middletown, OH 45042-0430
                800 666 1656      www.FinancialSoftware.com

               Fax to: 513 424 5752

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