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Financial Planning Marketing Kit
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Design & Multimedia > Stationery Design

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The client has made the following changes to the job.

Description
Date

Job canceled.

Jul 16, 2012
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Job Description

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  • Posted: Tue, Jul 10, 2012
  • Time Left: Closed
  • Location: Des Moines, United States
  • Client prefers freelancers from:
    Des Moines, United States

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Mon, Jul 23, 2012
  • Budget: $500 - $1,000
  • Fixed Price Job
  • Elance Escrow Protection
  • U.S. freelancers must have W9
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Our goal is to create a marketing "kit" with stepped brochures for new/prospective clients in which the look and feel is consistent with that of our current marketing efforts (our Logo, etc.) and with a professional design.

Here's an outline of the items we would like to have designed.

1.) Basic Vision Financial Group Folder
This folder will be used for a variety of purposes, so it can be a simple design with our logo on it

2.) VFG Total Vision kit containing:
-A folder or a tri-fold velcro-latched binder
-About Us
-Our Team
-Our Process
-Process Detail- Client Version
-Vault Checklist
-Connections Checklist
-Personal Cash Flow Analysis
-Risk Tolerance Questionnaire
-Risk Tolerance Rankings
-Life Insurance Needs Analysis
-Life Insurance Field Underwriting Questions
-Life Insurance Underwriting Process
-LifeHappens.org material
-Your Vision
-When will your money be taxed
-Who Quarterbacks your Team
-Client Composition
-Fact Finder
-Your Financial Pyramid

*We have drafted ...

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Job ID: 31855067
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