To assist you in developing your own Wealth Management Binder, the following is
information about materials you may wish to use.
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Binder is a 1-1/2" Avery Frame Presentation
EZD
Staples # AVE-68058 - Black
# AVE-68059 - Navy Blue
# AVE-68060 - White
Stone color shown at left no longer
available.
About $10.00 cost per binder (without the tabs).
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Closeup of Binder Insert 
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Front cover is 8-1/2" x 11" card stock printed at a local printer.
Company name and logo are printed in green on the
buff-colored stock.
The words "Wealth Management for Client and CoClient" are printed from a Word
template using the Merge to Word feature in ProTracker Advantage.
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Wealth Management Binder showing Tabs
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Front cover is 8-1/2" x 11" card stock printed at a local printer.
Company name and logo are printed in green on the
buff-colored stock.
The words "Wealth Management for Client and CoClient" are printed from a Word
template using the Merge to Word feature in ProTracker Advantage.
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Twelve Tabs 
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Tabs printed by:
B.C. Lucas
1145 Wicomico St.
Baltimore, MD 21230
315-376-2363 for Cathy Widrick
FAX: 315-376-2371
widrickc@bclucasbinders.com |
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| Closeup of Six Upper/Lower Tabs |
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