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The 1040 Overlay and Planning Guide kit provides tools to help your clients uncover some of the more common threats to their financial well-being: investment risk, low interest rates, premature death and, of course, taxes.
The 1040 Overlay is a transparency that is placed on top of your client’s 1040. Text boxes and arrows on the overlay draw the client’s attention to 1040 line items and provide discussion points.
The second part of the kit is the Planning Guide, a reference to help you explore some of the opportunities for each line item highlighted on the overlay. The guide provides technical guidance and planning points you may use as a roadmap for a conversation with your clients.
Finally, if you wish to make a campaign out of this guide, the kit also includes a client-facing letter. You can download, personalize and place the document on your own letterhead.
We hope that between our products and materials such as the 1040 Overlay and Planning Guide, we can help you in your important work of managing your clients’ risk and helping them meet their financial goals.
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