IARFC Member Benefits and Services

IARFC Member Benefits and Services
IARFC Branding, Image Building
and Professional Tools
> Publications and Printed Materials
> Educational Events
> Practice Management Services
> Professional Recognition Items
> Financial Software
> Communication Pieces
> An Internet Presence
We serve the professional advisors who help their clients wisely
spend, save, invest, insure and plan for the future in order to
achieve financial independence and peace of mind.
Serving Financial Advisors Worldwide
Publications and Printed Materials
Page 1
eR
Regi
gister
er. Published monthly by the IARFC, the Register is a memThe
bership magazine that keeps you up-to-date with the current member
matters and industry developments. Each issue includes practice management and marketing techniques that you can adopt for immediate
benefit. The newest members are listed and there are full details on
various financial conferences with CE approved curriculum.
The Jo
Journal
nal o
of Persona
Personal Finance
F nce.. An IARFC quarterly academic journal
edited and printed for the RFC members by the financial planning department at Kansas State University. These are longer, more technical
articles than are included in the Register. IARFC members are encouraged to submit articles for both the Journal and the Register and distribute reprints to their clients and centers of influence. The IARFC member
editor is John E. Grable, Ph.D., RFC®
Fin
Financ
ncia
iall IInsider. A very well-written 8 page, full color financial newsletter for financial advisors and consumers, produced by Liberty Publishing.
The articles are consumer-oriented and present a wide variety of topics.
Quantities are available with your custom imprint, including the RFC
Key, for mailings to clients, prospects and professional advisors. IARFC
members discount up to 30% from Liberty Publishing. Contact Maria
Cook. 800 722 7270 ext. 148.
20
20/20
/20 N
Newsle
lett
tterr - A 4 page color client financial newsletter, also available from Liberty Publishing, that creates a strong impression, but is
less expensive than the Financial Insider. We strongly recommend that
each member distribute a bi-monthly client newsletter - either one of
these from Liberty Publishing, self-published, or from another source.
Press
Re ases - New members receive specimen copy on how to properly announce their receipt of the RFC designation, with full
Pr ss Releas
instructions for distribution to all local media. Receive quality press coverage.
Pr
Probe
obe news
newsletter
er.. Is a four-page printed newsletter distributed 22 times yearly, that takes
a critical look at the life insurance and financial services industry – the companies, opinion leaders, corporate officers, sales persons and business practices. Available at discount from Kissling Organization, Fred Kissling, RFC®, publisher.
search
ch Pr
Pres
ess.
s. Books, financial spreadsheets and newsletters written by Vern
Rese
Jacobs, CLU, CPA, a noted authority on tax planning and uses of life insurance
with high net worth clientele. IARFC discount of 10%. Phone 913 362 9667.
Financ
Fina
ncial S
Serv
rvic
ices Onl
Online (F
(FSO
SO) is the first and largest financial services publisher and portal on the Internet. Publications include Financial E-News, and
Financial Services Journal Online which are available at no cost.
Financial
ial Se
Servic
rvices
es Journ
Journall Onlin
Online. This electronic publication can be read online
or printed. Traditionally $120 per year. Each issue includes 10-12 professional
articles, and a new edition is available the first of every month. Access from the
Members Area of the IARFC website or you may go directly: http://
fsonline.com/fsj
Fi
Fina
nanc
ncial E-News
E ews. Bi-weekly news digest of financial services industry, published by
by the developer of Financial Services Online. Each report covers important events,
legislation, mergers and court actions that affect you or your clients. Simply log on and
get your free IARFC subscription at http://www.fsonline.com/fso1/newsreg.html
rinte
ted Materi
Materials RFC Brochures - Three Consumer-oriented brochures to distribute to
Pri
clients or prospects: 8.5" x 11" four-page for personal presentation and 8.5" x 3" trifold
for mailing insertion. RFC® Gol
Gold Fo
Foilil Labels - Perfect to add a touch of class to your marketing
materials, brochures and presentations.
Investment & Business Program. A fast and easy way to be up-to-date on the most important books in business and finance.
The one-year subscription (regular $110, but only $32 for IARFC members) gives you summaries of 24 books, a quarterly audio
track by a top business leader, plus tips on topics like management practices, marketing, human resources and business
development. Save many hours of reading, yet absorb all the critical information on a timely basis. To enroll, please go to:
www.TheBusinessSource.com/IARFC/program.htm
International Association of Registered Financial Consultants
Education and Practice Management
Page 2
Financial
nancial Adviso
Advisors
rs Fo
Forum - This is a three-day high-level conference for
IARFC members and financial practitioners. In 2006 it will be held on
May 11-13, 2006 at the Manchester Inn & Conference Center.
The 2007 F
Fina
nancial
ncial Adv
Advisors
rs F
Forum
rum is Tuesday - Thursday, May 15-17
at Bally’s Hotel in Las Vegas. Program details will be announced later.
Spe
Speakers
kers 2006
2006:: Charles "Tremendous" Jones (recognized by the
National Speakers Association as the most outstanding motivational
speaker of all time) Mehdi Farkazadeh (highly respected financial
advisor/insurance producer with Met Life Financial) and Norman
Levine (past president of NAIFA, MDRT and GAMA) a legendary
builder of successful insurance and financial services firms.
Edu
Educati
ation
n Cruise
Cru se/Confer
/Conferenc
nces - Organized by IARFC members and
available at very attractive prices. CE credits, generally 10-12, are
provided. Past cruises have included the Caribbean Islands, Panama Canal, Alaska, Western Caribbean, the Mediterranean, Russia/Scandinavia and Bermuda. Plan now to join us on Carnival
Victory 7 day Fall Foliage Cruise through New England and Canada. We depart from New York City on September 16 to September 23. Experience the glory of northeastern autumn. We will visit
marketplaces in Boston, explore Portland Maine, Halifax and Sydney, Nova Scotia. You will receive CE credits and network for the
entire week with the leading financial advisors in the profession
and establish lasting friendships with your peers.
The 2007 Cru
Cruise/Co
/Confe
nference will depart from Vancouver, British
Columbia and journey to Anchorage, Alaska, August 22-29. Plan a
few days pre-cruise in the magnificent garden city of Vancouver,
and/or several post-cruise tours after arrival in Anchorage.
We
Websit
ite P
Part
rtne
ners
rship. While you're busy building your financial
services business, IARFC has partnered with Financial Visions to help you build your full-featured advisors website. For roughly a
dollar a day, you can have an on-line presence that is professional, comprehensive, easily updated, consumer responsive, customizable, and compliant. You'll have state-of-the-art technology, NASD reviewed content, and compelling graphics design, packaged
together into a template-based subscription service for financial services professionals. Also includes a consumer request for
information and optional, product quotation features. Discount pricing and extra mailbox for members: www.IA
.IARFCwebsites.com
sites.com
Advis
Verification
n - Online confirmation at IARFC
IARFC.orgg of your qualifications, background and services are listed for members of
Advisorr Verif
the public seeking financial advisors, linking them to your e-mail and your website.
Spo
Sponsor
sor A
Associati
sociation with the National Association of Charitable Estate Counselors which provides access to the National Heritage
Foundation, a donor-advised/founder-involved charitable entity. Full membership, including an extensive manual, is offered to
members at a reduced cost, plus IARFC members receive a $100 discount on establishing foundations for themselves and their
clients. As an advisor you can still guide the investment and insurance purchases from within these sub-foundations.
Financial
nancial Calc
Calculators.
ators. Online analytical, presentation and education tools for IARFC members. You need financial decisionmaking tools and the ability to deliver impartial advice and recommendations -- answers to real life financial questions. In responsponse to this growing need for content, the IARFC has acquired for the use of its members a series of financial calculators and
planning tools for advanced analytics and presentations. 108 Calculators are available for your daily use from the members area
of the Association’s website in the following areas:
•
•
•
•
•
•
Cash Flow Planning (11)
College (7)
Credit Use (10)
Home and Mortgage (11)
Taxation (10)
Insurance Needs (10)
•
•
•
•
•
Paycheck and Benefits (8)
Qualified Plans (11)
Retirement (9)
Savings (10)
Investments (11)
Website Member Profile - Practice Tools
Page 3
Mem
ember Profi
Profile.
e. Every day more than 400 persons are visiting the
www.IA
w.IARFC.o
C.org and accessing the “Search an
Association website ww
RFC” routine. Som
Some m
mayy b
be seeking
seeki an a
advi
visorr in
i your ar
area.
ea. If your
Profile is not current, you will not get the new client. We have already heard from IARFC members who have been contacted by prospects, who then became valuable and profitable clients, all coming
from the IARFC website Member Profile.
Cons
Consumer
er-Or
-Oriented.
d. The Profile format in IARFC.org is very sophisticated, and currently the best, by far, of all those in the financial services field. Unlike most others your web visitors will see:
•
•
•
•
•
•
•
•
•
Your Photo (important for bonding with prospects).
Professional Memberships - list all your organizations.
Complete Contact Information; phone, fax, e-mail link.
Financial Services Offered to your clientele.
Your Fee Range (optional).
Financial Products Offered to help clients.
All of your Designations and Educational background.
Statement of the Services you offer to clients.
Your securities broker/dealer (optional).
itical
cal D
Data
ta. The most important items are, of course, your e-mail
Criti
address, your website address and your phone number. But all of
the other information make
makess the
them want
w
to contact
c act yyou!
u! Your initial
password is your last name, and you can change that when editing.
There is no cost, just profit for you! Just one new client will pay years
of membership fees.
Pho
Photo
o He
Help.
lp. Your photo is inserted in a JPEG format. You can
change a photo from one format to another using Windows Picture
and Fax Viewer. But if you need help, after you have edited all the
rest of your Profile you can e-mail your photo to IARFC and we will
edit, convert and insert it for you.
Pr ssional
Professi
al Rec
Recogni
gnition
n Items.
It s. RFC ® Certificate - Handsome 16" x 20" parchment diploma-type document designed for framing and display. We also provide an RFC Confirmation Notice - 8.5" x 11", suitable for a display stand or use in a presentation
notebook. Formal Announcements - 4" x 5" cards publicize your designation to clients, prospects and advisors. Professional
Insignia - You will receive a gold RFC or silver RFA lapel pin and you may purchase the men's tie chain and key, the ladies gold ring
broach or the unisex gold RFC cufflinks.
Clas Up
Class
U Your
Y
F
Fina
nancia
iall P
Plans
ans. The IARFC has an attractive padded dark blue leatherette binder with 3 slanted D rings, (available
both with and without the RFC Key logo embossed in the right upper corner). Colorful Index Tab sets are available. These very
attractive, and colorful translucent tabs that come in sets of 12 (recommended), or 15 or 18 sections. You use a Word template
to enter your section titles (on the Table of Contents) with your
client name and all your company contact information.
Co
Comp
mpreh
rehensi
nsive Sample
Sample Plan
ans. Financial Planning Consultants
has made available full sample plans including an assembly and
presentation manual. The Carl and Carol Consolidation Plan is
for clients age both 38 with an income of $73,000 and total asplan
an will
ill b
be ccust
stomize
ized with
w you
your name
sets of $420,000. The
Th p
fi , et
and firm,
etc.
c. The sample plans have been prepared using the
Plan Builder software, supplemented by materials from Practice
Builder. Each sample plan comes with a 29 page Sample Plan
Documentation Manual that describes how this plan was assembled and some of the unique features inserted by the advisors
that you can customize for your plans. For more information on
sample plans, contact Financial Planning Consultants at:
800 666
66 1656 e
ext. 20 or e-mail Sa
Sale
les@
s@Fi
Fina
nancia
ialsoftwa
lsoftware.com
e.com
Recognition
Recognition and
and Financial
Financial Software
Software
Page 4
Clie
Cl
ient Apprecia
Appre iation
on requires tangible actions that set you apart in the eyes of clients as a professional advisor who truly cares.
Clientspecialty
Appreciation
From
document wallets and folders that will make your presentations memorable, to worry-free document filing systems
that will create natural cross-selling discussions — you’ll find them at: Boxes
Boxes b
by Pand
ndora, which has special pricing for IARFC memBoxes
by Pandora m
02
232
32 69
6937
37 or visit: ww
www.B
w.Boxe
xesByPa
sByPandora.com
bers. For a full brochure or to order call: 800
www.BoxesByPandora.com
800 232 6937
IA
IARFC Logo
Logoss If you require the RFC Logo for business cards or other marketing materials, contact the IARFC with your request.
IARFC
Logos
The
RFC
trademarks are designed to readily identify RFC professionals to the public and to clearly distinguish between RFC professionals and other financial advisors. They are marks owned by the International Association of Registered Financial Consultants,
and we encourage members to make effective use of these on their stationery, website, brochures and proposals. We will be
happy to send by e-mail, your high resolution versions of these logos for use on your website or documents.
IPS AdvisorPro software - to prepare Investment Policy Statements for your advisory clients in accordance with RIA requirements,
authored by Norm Boone & Linda Lubitz, available at 20% off; Code IARFC. Purchase online at: www.IPSadvisorpro.com.
Practice Builder Financial software
Prac
actice Builde
B ilder Fin
Financ
ncia
iall ssoft
ftware
re - a custom Client Relationship Management (CRM) system designed by Ed Morrow, an internationally recognized advisor to advisors. Practice Builder is a software tool customized for the needs of financial professionals. It
allows you to use technology to differentiate yourself, to communicate more often and to maintain “Top of Mind Awareness.”
Contact Manager
♦ Conta
Contactt Mana
Managerr – The interrelated database stores information on your clients and prospects: all contact data, personal
profile, preferences, spouse, children, other professional advisors, account values and more.
Practice Management Tools
♦ Pra
Practice
ce Manage
Manageme
ment TToolss - Incorporating a Comprehensive ToDo System, Task Management, Appointment Calendar and
Activity History and archived correspondence copies - to provide a due-diligence protection for you.
Financial Planning Tools
ncial Pl
Planni
ning Tool
ols - Checklists, Agendas, Interview Notes, Client Attitudes, Planning Objectives and Assumptions.
♦ Financ
Powerful “Drip Marketing” System
rip
p Ma
Marketi
rketing” S
System
tem - Deliver relevant letters and articles at a frequency and duration you decide to target
♦ Powerf
Powerful “Dri
groups of prospects, clients and valued contacts and the media. Maintain “Top of Mind Awareness” with ease.
Resource Library
♦ Re
Resource Librar
L ary - Pre-formatted letters, with Consumer and Advisor Focused articles for correspondence with prospects,
clients, and other professional advisors. These are great materials to supplement your financial planning and product proposals. Over 3,000 pages of copy for your use, such as in local articles or newsletters.
Plan Builder Financial software
Plan
an Bu
Buililde
derr Finan
F nancial
ial soft
software - Develop sophisticated, comprehensive and modular financial plans quickly and easily. Make
changes to more than 80 financial variables and immediately see the results calculated and graphically displayed. Formerly
known as CCH EnterAct, this powerful planning tool motivates your clients to take action NOW!
Scenario Manager
♦ Scen
Scenario Manag
Managerr – This powerful feature allows you to sit with a client and answer their “what-if questions” immediately,
on the computer screen. This motivates the client to take action TODAY. No more setting another appointment so you
can “run the numbers,” lose momentum and have to start all over again a week or two later. Experienced Plan Builder
users report great results using this powerful and colorful display and motivational feature.
Financial Notebook
♦ Fina
Financia
iall Noteb
Notebook
k – An innovative and exclusive application for your clients and prospects to gather and furnish their
data. The program runs on their personal computer. This transfers the burden of data entry to the client while enhancing
your image as a technically advanced professional advisor. They run the program in the privacy of their home, securely on
their computer, and at a time that is convenient to them. A guided interview leads them through collecting personal information, assets, liabilities, income, and expenses. They can also attach notes and questions for your review anywhere during their input. When they have finished, they can send you an encrypted file. Five keystrokes later you have all the client
data in Plan Builder ready800
to begin
reviewingwww.FinancialSoftware.com
and analyzing. IARFC members are eligible for a 20% discount on both soft666 1656
ware programs. Contact 80
800
0 66
666
6 16
1656
56 or www.Fina
www nanc
ncial
alSoft
Softwa
ware.
re.com
om
Certificate Framing Options
Page 5
Nothing will create as positive boost to your professional credibility as a handsome designation certificate that has been
properly matted and framed. Furthermore, the cumulative effect of several such certificates is awesome. They prepare
the client to trust you and respect your advice. Your certificates put you on a level playing field with all the other professional advisors who display their designations or degrees on the walls of their offices.
Certificate Framing
Available
Framed C
Framed
Certi
rtific
icat
ate.
e. You can have your RFC® certificate professionally
framed, using all acid-free materials to prevent discoloration, by The
Finishing Touch. Prices range from $112 to $145 including shipping.
You can avoid multiple trips to framers by using the artisans at The
Finishing Touch.
(Fram
raming
ng is a
avai
ailab
lable
e for
f r U.
U.S. res
residentss only)
o )
Designees
New Desig
ees. When you first qualify for the RFC or another designation offered by the IARFC your first certificate is
automatically provided as part of your application fee. Therefore the price of $35 or $30 only applies to additional or
replacement certificates.
Gett an ad
additi
tion
onal
al IA
IARFC
CM
Memb
mbersh
ership
ip Cer
Certific
ificate.
ate. This is a great way to promote your credential by hanging an extra
certificate in a second office or in your entry hall. The IARFC Certificate is 16” x 20” and includes the Gold Seal & Ribbon
as shown above. The size of RFA and other designation certificates are 12” x 16”.
Item #1
$35 for a duplicate RFC certificate.
Item #1a
$30 for a duplicate RFA or other certificate.
Page 6
RFC Brand Building
Consumer Brochure - 4 page
Pocket Proposal Folder
8.5” x 11” full color production
Gold foil imprint on heavy, blue
linen card stock. Deliver your
presentation, bio or media kit
with class. Holds 15 pages of
8.5” x 11” material. Diecut
inside for your business card.
Fits inside a 9”x 12” envelope.
Item # 2
$ 0.50 each
Quantity Pricing
50
100
200
500
$20
$36
$60
$120
Consumer Brochure - 3 panel
Item #6
Quantity Pricing
$1.25 each
50
100
200
500
$50
$90
$170
$420
3.7” when folded, 8.5” x 11” opened
Confirmation Notice
Item # 3
$ 0.50 ea.
Quantity Pricing
Suitable for a display
stand or use in a
presentation notebook.
50
100
200
500
$15
$25
$45
$100
8.5”x 11” Parchment
*$20
$35
$65
$150
Item #7
$5 each
*Imprinted flat, an extra 0.10 each
Consumer Brochure - 2 panel
8.5” x 3” two colors
Code of Ethics Wall Plaque
Item # 4
$0.25 each
Quantity Pricing
IARFC Code of Ethics
50
100
200
500
Handsomely placed behind
clear plastic on a walnut
plaque (8.5” x 13”)
$10
$18
$30
$60
(some assembly required)
Item # 8
$50.00
Formal Note Cards
Item #5
$0.60 each
$100 per box of 250.
Includes nice linen envelopes
Imprinting of the announcement of
your receiving the RFC designation,
and plus inserting your mailing
address: .30 per card.
Most advisors use these handsome note cards to say “thank
you” or express other brief thoughts.
RFC Gold Foil Labels
(1.25” diameter) Self-adhesive.
RFC logo labels are perfect to
add a touch of class to your
marketing materials, brochures
and presentations. Can also be
used to seal envelopes.
Item # 9
$30.00
(per quantity of 250)
Page 7
Presentation and Recognition
Padded
Pad
ed Cov
Cover
(Op
Optional
ional)
Debossed R
Debo
RFC
C Logo
Gold Slanted
Gold
Sla d D Rings
Rings
Matc
tching
Ma
RF
RFC
Notepads
No
RFC
C&R
RFA
A Keyy LLapel
pel Pi
Pins
ns
o Busi
ness
ss Card
C
Holder
H ers
Two
B sine
And a Docu
Docume
ment Pock
P cket
Co
Concealed
d rivets
r
The perfect finishing touch to your business
appearance. A surprising conversation-starter that
creates opportunities for you to talk about what it
means to be a RFC or RFA.
Item RFC # 15
Item RFA # 16
$30.00 gold finish
$30.00 silver finish
Dark B
Blue
ue 1
1” Go
Gold
ld D Ring
Ri Financia
Finan iall Plan Binder
Bi
Dar
RFC
C Cu
Cuff Link
nkss
With or without the debossed RFC Logo.
Large quantity discount pricing is available.
Item #10
RFC Emblem cuff links in goldslightly larger than the lapel pin.
$20 each
Item # 17
$45.00
Mat hing P
Matchi
Padd
dded Dark Blue
B ue No
Notepad
pad Fold
Folder Pictured Above
With or without the debossed RFC Logo. Includes tablet.
Holds standard tablets. Large quantity pricing is available.
Advise us by e-mail the number you have in mind.
Item #11
Pro essio
Profes
sional Jew
Jewelryy - RFC
R Ti
Tie Bar
Bar
The RFC Key emblem dangles on the
chain, outside of your tie, creating a
very professional appearance.
$13 each
Item # 18
Com
Comprehe
hensi
nsive
e Sample
S
Fina
Financ
ncial Pla
Plan.
n.
With Plan
Plan C
Constr
nstruc
ucti
tion
on Manual
al and Instructions.
Created using the Plan Builder and Practice Builder Software. Contains numerical, text and color graphic pages.
Item #12
$45.00
Pro essio
Profes
sional Jew
Jewelryy - RF
RFC Keyy
Ladies Broach
Lad
B ch
$145
Transl ent Tab Set,
Translucent
Set, Available in 12, 15, or 18 tab sections, to accommodate your plans
Item # 19
Item #13
$45.00
$12 for a 12 tab set
$15 for a 15 tab set
Plasti
Pl
asticc Brochu
Brochure
re Displ
splayy Sta
Stands
ds
$18 for a 18 tab set
Qualit
lity Assu
Assura
rance G
Gold
ld Foil
F Labels
(2” diameter) These classy selfadhesive labels are designed to be
affixed to your proposals and financial
plans. You can initial and date them.
Item # 14
(Per quantity of 250)
$40.00
4” x 8.5” for small brochures, 9” x 11” for large brochures
Ite
m #20
$6
Item #21 $10
International Association of Registered Financial Consultants
Item #
Ite
Product
Pr
oduct
Imag
age
e Enha
E hancem
ncements
ents for IARFC
RFC mem
members
ers
Qu
Quantities
es
Availabl
Av
ble
Price
Pr
Ea
Each
1
RFC
C LLarge Certificate
Cert
e for framing, with seal and blue
RF
ribbon (16” x 20”) parchment, with gold foil.
personalized
$35
1a
RMA, RFA, REP, RCA, RFM or RSM Certifi
Cert ficate, with seal
and blue ribbon (12” x 16”) parchment, with gold foil.
personalized
$30
2
Consumer
Consumer Broc
B ochure
hure - 8.5” x 11” full color, 4 pages
50, 100, 200, 500
$0.50
50, 100, 200, 500
$0.50
50, 100, 200, 500
$0.25
Quantity pricing on page 6.
3
Consumer Br
Broc
ochur
hure — 3 panel 8.5” x 11” full color.
Quantity pricing on page 6. Imprinting, extra .10 each.
Consumer Br
Broc
ochur
hure — 2 panel 8.5” x 11” two color.
4
5
Quantity pricing on page 6. Imprinting, extra .10 each.
Formal
al N
Note
te Card
rdss — (4” x 5”)
Form
250
$1
00
50
$
50
Imprinted pricing on page 6. Includes matching linen envelopes.
6
Pocket Pr
Proposa
oposal Folder
erss (8.75” x 11.5)
Sealed to retain material, diecut for card. See page 6.
7
Confi mation
RFC Confirma
on Not
Notice
ce (8.5” x 11”) small presentation
certificate for use in display folder or binder.
8
IARF
ARFC
C Co
Code
de of
o Eth
Ethics Wall Plaque
Pl que (10” x 13’)
Ideal for hanging in your foyer or reception area.
9
RFC Gold Foil
Foi La
Labels
bels
Place on proposals or use to seal envelopes.
10
Dark
rk B
Blu
lue 1
1” G
Gold
ld D Ring F
Financ
inanciall Plan
P an Bin
Binder
er
With RFC Seal
With or without debossed RFC Logo. See page 7.
Without RFC Seal
11
Dark Blue
B ue No
Notepad
tepad Fo
Fold
lder
er, includes tablet
With RFC Seal
With or without debossed RFC Logo. See page 7.
Without RFC Seal
12
Comprehensi
rehensive
e Sample
Sam le Fi
Financia
nanciall Plan
P
13
Trans
Translucent TTab
ab S
Sett
See page 7.
Quantity pricing available. See page 7.
Trans
Translucent TTab
ab S
Sett
$5
personalized
$50
250
$
30
$20
$13
personalized
$145
12 Tab Set
$12
15 Tab Set
$15
18 Tab Set
$18
250
$40
Quantity pricing available. See page 7.
Trans
Translucent TTab
ab S
Sett
Quantity pricing available, See page 7.
14
Quality
Quali y A
Assu
ssurance
nce Gold
Gold Foi
Foil Labels
ls
See page 7.
15
RFC
RFC K
Key Lape
L pell Pin
n
Gold pin with non-twist device.
$30
16
RFA
RFA Key
K y Lapel
La l Pin
Pi
Non-tarnish silver pin with non-twist device.
$30
Fax 513 424 5752
Quant
ity
Quantity
Desired
Page 8
Total
Cost
Co
International Association of Registered Financial Consultants
Ite
Item #
Product
Pr
oduct
Imag
age
e Enha
E hancem
ncements
ents for IARFC
RFC mem
members
ers
Qu
Quantities
es
Availabl
Av
ble
Pr
Price
Each
Ea
17
RF
RFC
CK
Keyy Cu
Cuff
ff Links (for use by men or women)
Gold RFC logo, about 3/4” diameter
$45
18
Profess
ofession
onal
al Jewel
Jewelry — R
RFC
C Key Ti
Tie
e Bar
B and Ch
Chai
ain
n
Key dangles from a gold chain outside of your tie.
$45
19
Professional
al Jewel
Jewelryy — RF
RFC Key
Key LLadies
es Broach
oach
Profession
Gold filigree circle surrounds the Key.
$45
20
Plas
astic
tic B
Brochu
ochure Disp
Display S
Stand
andss 3” x 8.
8.5”
Get several and use with various small brochures.
21
Plastic B
Brochur
ochure Displ
D splay S
Stand
and 8.5”
8. x 11
11”
For use with RFC folders, see #2, and other PR items.
Qu
Quant
antity
ity
Desired
Page 9
Total
Cost
Co
$6
$10
Shipping & Handling
Subtotal
Offshore Rates
After receiving your order
we will e-mail you to advise
of the shipping options.
U.S. Only Shipping Rates
0 to $10.00 - $5.00
$10.00 to $50.00 - $10.00
$50.01 to $100.00 - $15.00
$100.01 and Up - $20.00
Ohio residents add 6.5% tax
Shipping and Handling
Shipments are sent UPS Ground, unless otherwise requested.
However, member will be responsible for any additional charges.
Total
.
Name for
for Imprinted
Impri ted It
Items
ems Type or print clearly on the below line exactly the way you want your order to be imprinted.
The type will be set exactly as it appears below.
Name: ______________________________________________________
Check payable to IARFC
Firm: _______________________________________________________
Master Card
Visa
Address: ____________________________________________________
Amex
Discover
City: _____________________________ State: ________ Zip: _________ Country: _____________________________
Phone: ______________________________ Card No. _______________________________ Expiration: _____________
Fax: ________________________________ E-mail: ________________________________________________________
__
Signature: __________________________________________________________________________________________
__
Questions? 800 532 9060
Fax 513 424 5752
IARFC Certificate Framing Options
Fax 513 424 5752
Name:
(Please print your name only – no other designations)
Date:
(From your initial conferment of the designation, or we will date for current certificate issues)
Certificate Only (16”
RFC Certificate
(16 x 20”)
20 includes Gold Seal, Ribbon, and Shipping in Large Cardboard Mailer $35
RFA Certifi
Cer ificate Only (12
(12” x 16
16”) includes Seal/Ribbon, and Shipping in Large Cardboard Mailer $30
Framed
Framed C
Cert
rtif
ificat
icate “conservation” using all acid-free materials to prevent discoloration, by The Finishing Touch.
(Available for U.S. residents only)
Single 2. 75
75” Matting
Matting – Se
Seven
en Option
Optional
al Color
Colors to compliment the certificate’s parchment paper and gold foil.
Desert Sand
Hunter Green
Classic Gray
Rust (matches NICEP)
Imperial Blue
Burgundy
Raven Black
Ivory Oute
uterr Mat,
Mat, Color
lor Mat Insid
Inside, Dou
Double
le Matti
tting
ng (be sure to select one of the above six accent colors)
An outer mat of Elegant Ivory with an inside accent color mat with the standard visibility of ¼” width, selected
from the above six choices
.
Gold Inn
Inner, Co
Color
lor Outsid
Outside,
e, Double
Dou le Mat
Mattin
ingg (be sure to select one the above six accent colors)
You may select an inner mat of Old Gold surrounded by a darker, colored mat selected from the above colors.
This material combination has a very elegant appearance.
20”)
RFC - All-I
A l-Incl
clus
usive
ive Fr
Fram
ame
e & Certif
rtificat
icate (16” x 20
Frame Style:
Sty (select one)
RFC Frame
Fr
Certific
Cer
icat
ate
$ 101
$ 96
$ 103
$ 92
$ 105
1” Walnut (rich brown)
1” Black, square “contemporary” style
1” Black, traditional curved style
¾” Black, with “gold lip” accent
1¼” Classic Antique Gold
Chec
Ch
eck
k One
O
RFA
RMA
Ma
Mattin
ting O
Options
REP
RE
RCA
RC
Frame
Fram
e Style
S yle: (select one)
1” Walnut (rich brown)
1” Black, square “contemporary” style
1” Black, traditional curved style
¾” Black, with “gold lip” accent
1¼” Classic Antique Gold
RSM
$ 35
$ 35
$ 35
$ 35
$ 35
Double
Gold
$11
$9
$11
$9
$11
$9
$11
$9
$11
$9
(Plus Shipp
Shipping $20)
$20)
Tot
Total
$
$
$
$
$
16”)
RFM (12” x 16
Fram
Frame
Certific
Cer
icat
ate
$ 74
$ 74
$ 74
$ 74
$ 74
$ 30
$ 30
$ 30
$ 30
$ 30
Double
Gold
Go
$9
$7
$9
$7
$9
$7
$9
$7
$9
$7
(P
Plus Shippin
Shipping $18)
Total
$
$
$
$
$
Name: ______________________________________________________
Check payable to IARFC
Firm: _______________________________________________________
Master Card
Visa
Amex
Discover
Address: ____________________________________________________
City: _____________________________ State: ________ Zip: __________ Country: ____________________________
__
Phone: ______________________________ Card No. _______________________________ Expiration: _____________
__
Fax: ________________________________ E-mail: ________________________________________________________
__
Signature: __________________________________________________________________________________________
__
IARFC Member Benefits and Services
Membership in IARFC is all about your success.
We give you the tools you need to grow your
practice and propel your career as a financial
advisor. At the IARFC we provide our members
with creative sales and marketing ideas, technical
and professional information, and networking
opportunities with the leading practitioners who
are eager to share their concepts.
INTERNATIONAL ASSOCIATION OF REGISTSERED FINANCIAL CONSULTANTS
Internatinal Association of Registered Financial Consultants
Financial Planning Building
P.O. Box 42506 - Middletown, OH 45042-0506