Our products... We offer our items a la carte.
Custom Set Up Fee and Design - $150
A one time set up fee must be included for all custom brand items. This fee will include inserting your camera ready logo, color scheme and broker dealer disclosure (if required for financial professionals) into all supporting documents provided within the system.
*A draft proof will be provided upon request for compliance submission purposes.
Also included for this fee is the set up of the file box, file safe and folder logo stickers.
When purchasing the Custom Set-up Fee and Design, allow 1-2 weeks for proof ready pieces that can be used to submit to your compliance department if needed.
*Please note that although all content has been approved by various broker dealers. We can not guarantee approval. Once you complete the waiver release and agree to the final draft please allow up to 2-3 weeks for delivery of purchased items.
Check out the Consider This! page for additional options. We can create an online store for your clients to purchase your branded items direct from us.
This is a complete set of individually labeled hanging folders. Folders are branded with your company logo and color scheme. Each of the color coded sections contain sub folders for specific focus areas.
Individual documents included are:
Bill Pay Footprint, Digital Footprint, Estate Footprint, Benefit Footprint, Legal Footprint, Executor's Checklist, Erasing My Footprint, The Final Footprint and How to Write a Legacy Letter.
Your logo, color scheme and contact information are included on each document. For financial professionals, a securities disclosure may also be added.
Everywhere you see the Legacy Footprint brand, your logo and matching color scheme will appear.
**The value of the system is in the custom designed documents that are included in each set. The documents capture the heart of your client's personal situation and leave a path to follow at a most critical time.**
Insert the file folder system (sold separately) into the Legacy Footprint File Box and start organizing your important documents immediately.
This is light weight and easy to carry and store.
The fireproof safe is specifically designed to hold hanging files.
It has a key entry system and is waterproof.
Insert the file folder system (sold separately) into the safe and secure your important documents today.
If you are interested in the plastic file box or fireproof safe and would like to save on shipping and handling, we have options!
We will provide ordering instructions for you to order these generic items direct from our supplier. You can then order the logo stickers that adhere to both the box and the safe and adhere the labels in your office.
We would love to discuss quantity discounts and how we can help you provide value to your clients.
Contact us today with questions and to begin your order! firstname.lastname@example.org
Content created by Clarity By Design, LLC