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IBF Reference Sheets

A frustration by all investment and insurance advisors is finding a single reference source that can be used on a daily basis.  Impress your clients with upfront knowledge whenever you are on the phone or in a meeting by referencing detailed information quickly.  The IBF Reference Sheets contains two parts: the first covers stocks and bonds and the second is an advanced advisory source.

What are the IBF Reference Sheets?

The IBF Reference Sheets are a compilation of 14 different topics highlighting unique ideas. Each topic is summarized within one page.

How do I use the IBF Reference Sheets?

Advisors can use the IBF Reference Sheets as a quick way to familiarize themselves with a specific topic that includes an interesting aspect of the topic. Each topic is covered in 1-2 pages; these can be reproduced and given to a client. With this easy-to-understand information, the client will be able to focus on specific benefits or features.

Benefits

• Increased knowledge of topic
• A neutral, unbiased reference the client can rely on
• Highlights unique ideas the client and advisor are not familiar with
• All IBF Reference Sheets are updated annually

Part 1 – IBF Reference Sheets – Stocks and Bonds

The first part of the IBF Reference Sheets is six pages of information tailored to assist the advisor on a daily basis. The pages contain easily referenced information on stocks and bonds. There are two pages of charts and tables on bonds and two pages on stocks. The final two pages are commentary to customize your presentation.

Members: FREE | Non-Members: $29

Part 2 – IBF Reference Sheets – Advanced Advisory Source

The second part of the IBF Reference Sheets is 16 pages of information on:

• Fixed-Rate Annuities
• Medicare 2011
• Social Security
• Real Estate
• Commodities
• Asset Allocation
• Risk Reduction
• Income Taxes 2011
• Municipal Bonds
• Retirement Income 2011
• Retirement and Education Plans
• Growth Stocks and Value Stocks

These additional sheets are designed as tools or summary information about a specific topic. Each topic is 1-2 pages and color-coded.

Members: $49 | Non-Members: $69

IBF Reference Sheets - Complete Set

The complete set includes both Part 1 and 2.

Members: $69 | Non-Members: $89

For assistance, call (800) 848-2029 or email studentservices@icfs.com.