Client Education Brochures by Deborah L. Jacobs

Deborah L. Jacobs (attorney, author of Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide) recently created client education brochures that can help attorneys and financial advisers market their practices. Each brochure helps clients take action with a to-do list. She currently has five brochures available:

• Give Your Plan a Check-Up
• How a Roth IRA Can Benefit Heirs
• Trusts: Not Just for the Wealthy
• Essential Goals and Documents
• Choosing a Trustee

Advisers can enclose these brochures with a letter or business card, or place copies in their waiting room. To order these brochures, fill out this order form. For any questions or requests for samples, call 800-694-7624.

See Hani Sarji, Lawyers and Advisers Can Emphasize Value Added with Deborah L. Jacobs’ Client Education Brochures, Forbes, Jan. 30, 2011.