How you care for their documents will go a long way towards closing the deal.

Whether you are an attorney, financial adviser or insurance representative your stock-in-trade comes to trust, credibility and professionalism. Your business image and brand are a direct reflection of how you do business. Closing the deal with a new client is great – now take this opportunity to show your appreciation and expand your brand by providing your clients high quality document storage products from estate planning binders to policy holders and everything in between.

Our policy wallets, pocket folders, presentation portfolios and ring binder organizers will make a lasting impression and keep your brand working for you long after the meetings are over, and the deal is closed. The presentation and storage materials you provide your clients will reflect on your brand and provide low cost advertising for years to come.  The package you present to your clients’ needs to reflect the quality of the work inside. Stand out from the competition by using our custom presentation products rather then a generic off the shelf product. Choose your colors, styles, and materials to enhance your brand and create a lasting impression.

Here’s just some of the document storage products we can create for you:

  • Estate Planning Portfolio and Binders
  • Estate Planning Documents
  • Business Planning Portfolio and Binders
  • Company Documents
  • Corporate Documents
  • Financial Planning Portfolio and Binders
  • Gun Trust Portfolio
  • Irrevocable Trust Portfolio
  • Retirement Trust Portfolio
  • Special Needs Planning Portfolio
  • Trustee Manual

Financial and Investment professionals rely on loyal customers and word of mouth to help their business grow.  To achieve this, you need great customer service.  By the same token, great customer service is gained by being organized. Use our variety of custom document holders to organize your presentation and help you client say organized going forward.

The presentation you present to clients needs to convey the essence of your brand. Take action to ensure your brand shows the high quality of your services and your respect for your clients. Deliver your presentations, policies, proposals or financial records in a personalized document wallet, jacket, folder or binder and you will always stand out and be remembered.