IBF Reference Sheets | Annually Updated

A frustration by all investment and insurance advisors is finding a single reference source that can be used on a daily basis. IBF is pleased to announce the introduction of the IBF Reference Sheets, four laminated pages of information the advisor can use on a daily basis. The four sheets are comprised of 24 different sections, all updated through the end of the previous year:

This is the kind of information you can use whenever you are on the phone or meeting with a client. You will now be able to quickly show a client their tax liability, expected Social Security benefits, how much needs to be taken out of a traditional IRA each year, maximum contribution, catch-up and phaseouts of contributions and deductions of retirement plans, what a monthly benefit translates into as a PV lump sum, the number of negative months asset categories have experienced each year, annualized returns, risk levels, fund company rankings plus dozens of other applications.

As an IBF member or student in good standing, you are entitled to a free copy (plus free shipping and handling) of the IBF Reference Sheets.