Boxes by Pandora... Impressive Document Presentations promote client loyalty, multiple sales, and referrals!

Transcription

1 Catalog Boxes by Pandora Impressive Document Presentations promote client loyalty, multiple sales, and referrals! Boxes by Pandora... Providing a complete line of financial document wallets, folders, and fine-crafted boxes for client presentation, organization, and appreciation. See special offers! The First Choice of Financial Service Professionals

2 Client Document Organization Helps Build Your Business and Increases Referrals M. Jeffrey Rosen, CLU, ChFC, RFC CEO, Boxes by Pandora, a division of Liberty Publishing, Inc. A client s financial success often begins with financial document organization. Helping clients organize and update their records will help you direct your efforts toward providing solutions to client needs. Our studies indicate that financial service professionals who assist clients in financial organization receive more referrals and cross-selling opportunities. Client relationships that endure the test of time do so when financial professionals provide tangible gestures of their appreciation. And while a traditional thank you does go a long way, we recognize that those who enjoy the most success achieve it by demonstrating value added service. Successful financial professionals know how to set themselves apart as individuals who truly care about their clients. We ve created an array of products that will help you organize your clients financial documents. Consider our Trusted Advisor Document Case, available in North American Cherry or Canadian Maple. It is designed and manufactured like fine furniture and contains a complete financial organizational system. Boxes by Pandora s mission is to help you demonstrate client appreciation in a noteworthy and affordable way. From specialty financial and insurance document wallets and folders that will make your presentations memorable to worry-free document filing systems that will create natural crossselling discussions, you ll find them all here! Our specialized manufacturing and production facility can personalize all of our products with engraved brass nameplates, as well as foil hot stamp your name and company logo. For financial services professionals and companies seeking to be truly distinctive in servicing their clients, our graphic artists and craftsmen can also create unique document boxes and cases exclusive to your company. We ll happily discuss how you can develop lasting business relationships by using our custom-crafted client presentation tools, organizational systems, and appreciation gifts. So, contact us today or use the order form on the last two pages of this catalog. You ll then be on your way to ensuring clients remain so forever. 2 It is critical for financial advisors to build long-lasting relationships with their clients. The products developed by Boxes by Pandora will help you forge permanent ties to the most important people in your business, your clients. Tom Riquier, CFP Call x135 or visit

3 Our Presentation Products Offer You Choice, Price, and Quality! Value Line Document Wallets Be professional at an affordable price! Nameplate Included! Expanded Document Wallets Make impressive, detailed presentations! Our strongest-gauge Duracoat material provides lasting endurance and includes double rivets and a spine Eight oversize protectors hold 1¼ of comprehensive records like investments, annuities, stock and mutual fund certificates, and insurance policies #380 Black #381 Burgundy $15.95 $13.95 $13.50 $13.25 $12.95 $12.75 Includes Engraved Brass Nameplate(s) Our Duracoat material provides lasting endurance Four oversize document protectors easily hold ¾" of financial documents and other ownership certificates #350 Black #351 Burgundy #352 Blue #353 Blaze #354 Citrus #356 Buckskin #358 Multi Pak (10 each of 3 colors of your choice) $ $13.50 $11.50 $11.25 $10.95 $10.75 $10.50 Includes Engraved Brass Nameplate(s) Foil Hot Stamp with your logo for a professional look! (see page 14) Nameplate Included! Foil Hot Stamp your name, company information, and logo on our items! (see page 14) Basic Document Jackets Panache that fits any budget! document Wallets SPECIAL Client Pak One of each color (6) $41.95 This folder-style jacket is so affordable you will want to keep a large supply on hand. It s ideal for everyday financial document delivery. Our Duracoat material provides lasting endurance Two oversize clear document protectors hold basic documents #270 Black #271 Burgundy #272 Blue #273 Blaze #274 Citrus #276 Buckskin #277 Client Pak (one of each)#278 Multi Pak (10 each of 3 colors) $10.95 $8.95 $8.75 $8.50 $8.25 $7.95 Professional Foil Hot Stamping Available! (see page 12) Boxes by Pandora Call Cummings Center, x135 or Suite visit 160F Beverly, MA

4 4document WALLETS Nameplate Included! Includes Engraved Brass Nameplate(s) $22.50 $21.25 $20.95 $20.75 $20.60 $20.45 Foil Hot Stamped with your logo for a professional look! (see page 12) Nameplate Included! My clients are impressed when I present their mutual fund prospectus, annuities, and insurance policies in your rich looking document wallets. The gesture reinforces our business relationship. Christopher T. Hatch, CFP, CLU Call x135 or visit Deluxe Document Wallets Velcro Closure Deliver a polished presentation... and image! Here s an upscale look and feel for your financial presentations. It s easy to organize all of your client s investment and insurance records in one convenient package. High-quality expanded vinyl with leather-like richness Six oversize protectors display financial documents, policies, and more! Standard Colors #650 Black #651 Burgundy #652 Blue #655 Multi Pak (10 each of all 3 colors) $ Deluxe Document Wallets Brass Snap More space for your documents...convenient closure. Similar to our Deluxe Document Wallets, this wallet also includes8 pockets and a secure brass snap to hold everything in place. High-quality expanded vinyl with leather-like richness Eight oversize protectors display financial documents, policies, etc! Standard Colors #660 Black #661 Burgundy #662 Blue #665 Multi Pak (10 each of all 3 colors) $ Includes Engraved Brass Nameplate(s) $28.50 $27.25 $26.95 $26.75 $26.60 $26.45 Foil Hot Stamped with your logo for a professional look! (see page 12)

5 Bonded Leather Document Wallets Move up the client loyalty scale! Made from high-quality leather fiber with a polished brass snap closure, this document wallet has a super price to match its super look and feel! Eight protectors safeguard investment and financial records #750 Black $34.95 $32.95 $32.50 $31.95 $31.50 $30.95 Includes Engraved Brass Nameplate(s) Foil Hot Stamped with your logo for a professional look! (see page 12) Genuine Leather Document Wallets Treat favored clients to the best! Made from high-quality genuine leather, this versatile combination wallet/portfolio features a memo pad that doubles as an important meeting tool. Eight premium removable protectors showcase business and personal financial records A stitched-in business card holder prominently displays your name We ve built versatility and mobility into this document wallet. The clear document holder pages can be stored separately, allowing the wallet to be used exclusively for client and prospect meetings. #950 Black #951 Burgundy $59.95 $58.95 $57.95 $56.95 $55.95 Includes Engraved Brass Nameplate(s) You will increase client loyalty and referrals by including a personal letterof appreciation with each document wallet. Nameplate Included! Strapped Pad Folio/Policy Wallet Combo This is the ultimate client Pad Folio/Policy Wallet. The simulated leather finish resembles bookbinding s old world elegance. The strap closure and loop is fabricated from the same material and compliments the professional look. Six durable policy sleeves 3-ring binder with a ruled pad pen holder Caboose pocket for storing additional paperwork #770 Black #775 Saddle $34.95 $32.95 $29.95 Nameplate Included! Boxes by Pandora Call Cummings Center, x135 or Suite visit 160F Beverly, MA DOCUMENT WALLETS 5

6 Two-Pocket Folders For more upscale client and prospect presentations Available in two finishes, this must-have organizer holds financial documents, proposals, and contracts. Two half-pockets hold plenty of documents Add a custom gold foil subject title (such as Personal Financial Plan or Executive Benefits Update ) for specific financial presentations Flexcoat Finish Linen Finish #550 Black #551 Burgundy #552 Blue #555 Multi Pak (10 each of all 3 colors) $ $6.95 $4.95 $4.85 $4.75 $4.60 $4.45 Flexcoat Finish is a highly durable lamination that protects the folders for an extended period. #560 Black #561 Burgundy #562 Blue #565 Multi Pak (10 each of all 3 colors) $ $4.60 $2.60 $2.50 $2.47 $2.45 $2.42 Executive Stationery Box Treat all clients as VIPs who will surely note your professionalism! Either flexcoat or linen! Foil Hot Stamping available to create a personal touch! (see page 14) 6 Here s an item that will occupy prime real estate on any client s desk. Featuring quality craftsmanship, this classically styled gift includes free personalization to show your key clients you truly value your business relationship. Finely crafted North American Cherry box includes a fitted stationery tray on the inside 50 French fold notes are personally imprinted with your client s name, and 50 envelopes are included engraved brass inside plate (style #403) typically reads Presented to Your Client s Name, Compliments of Your Name or any message up to 64 characters Choose your stationery color! See product numbers at right. Cherry Executive Stationery Box $ each Refill Pak (50 imprinted notes, 50 envelopes) $39.95 each #403 Interior Engraved Brass Stationery Box Plate Foil hot stamping and inside cover imprinting available. (see page 12) Call x135 or visit Your Name Here Engraved Plate! Box with Stationery Stationery Color Refills #577 Classic Cream #578 #579 Solar White #580 #581 Whitestone #582

7 Presidential Presentation Case The Pinnacle of American Craftsmanship The Presidential Presentation Case features a distinctive raised panel prominently built into the cover of the case. This adds an elegant dimension to our Premium Presentation Case. It is the perfect case for presentations made to your best clients and prospects. We designed this case to be a historic representation of how 18 th Century document cases were made. So, when you schedule your next meeting to deliver documents, financial plans and reviews, or insurance policies, use the Presidential Presentation Case. #510 Standard 12 x 10 x 2 $ each #511 Large 13 x 11 x 3 $ each #512* 3-ring standard 12 x 10 x 2 $ each #513* 3-ring large 13 x 11 x 3 $ each *Styles 512 & 513 include a black matte 3-ring binder, with 6 oversize premium document protectors, that holds 300 pages. raised panel on front Exterior Engraved Brass Nameplate Interior Engraved Brass Nameplate Premium Presentation Case A Thank You Key Clients Will Treasure! CLIENT APPRECIATION Engraved Plate! flat panel on front This handcrafted case is made from North American Cherry, which naturally reveals a rich grain and lustrous finish. It s a memorable presentation piece for delivering major financial documents, plans, life insurance policies, annuity contracts, and other key documents such as buy-sell agreements and estate plans. Expandable pocket holds documents up to 8½" x 11" Features two engraved brass nameplates the outside plate is for your client s name; the inside plate typically reads Presented to Your Client s Name, Compliments of Your Name or any message up to 64 characters in length #500 Standard 12 x 10 x 2 $ each #525 Large 13 x 11 x 3 $ each #502* 3-ring standard 12 x 10 x 2 $ each #530* 3-ring large 13 x 11 x 3 $ each *Styles 502 & 530 include a black matte 3-ring binder, with 6 oversize premium document protectors, that holds 300 pages Exterior Engraved Brass Nameplate Interior Engraved Brass Nameplate Inside Fabric: Standard Cases Large Cases Boxes by Pandora Call Cummings Center, x135 or Suite visit 160F Beverly, MA

8 ORGANIZATION & STORAGE Trusted Advisor Document Case Made with Elegance and Unbeatable Quality If you work in the financial services field, you probably realize that planning involves as much art as science. Clients come to rely on and expect your advice and guidance. You are their trusted advisor. Part of any sound plan includes financial document recordkeeping and organization. Clients who keep their financial documents readily available and organized for an annual review realize that planning is a continuous commitment that they must make. Our North American Cherry or Canadian Maple cases are finished by hand and are elegant showpieces for any office or home. The flexible file system used in this case was developed with assistance from several financial services professionals. Each case contains 25 financial tabs and files. Exterior Features: Built in the U.S.A. North American Cherry or Canadian Maple Dovetail Joinery Construction Double Padded Handle Brass Keyed Lock, Hardware, and Hinge Brass Engraved Client Nameplate Interior Features: 25 Black Hanging Files Brass Rails Brass Engraved Presentation Nameplate 10" File Capacity - Weight 16 lbs. Lid Lining may be Gold Foil Hot Stamped with Your Firm s Name and/or Logo (see page 12) FINANCIAL FILE TABS 25 Green Custom Silk-Screened Financial File Tabs (*15 file tabs with Standard Case) * Annual Financial Review *Prior Financial Review * Annuities - Fixed and Variable Bank Records - Safe-Deposit Box * Business Agreements - Corporate/Partnership Cemetery Deed * Certificates of Deposit Charitable Giving Plans/Trusts * Correspondence - Legal, Financial, Accounting Divorce Decree / Agreements Durable Powers of Attorney - Health Care Proxies * Education Funding - College Investment Plans *Retirement Plans - Employer and Personal * Estate Plan - Wills and Trusts Funeral Home Preplanning Records * Insurance - Life, Medical, LTC, Disability * Investments - Mutual Funds, Stocks, Bonds, Etc. * Loan Documents Marriage and Birth Records * Property and Casualty Insurance Real Estate - Personal and Business * Social Security Benefits Tax Returns Veteran s Administration Benefits * Miscellaneous Buy Twin Paks and SAVE! #200 Trusted Advisor Document Case - Cherry $ each #201 Trusted Advisor Document Case - Cherry Twin Pak(2) $ each #202 Trusted Advisor Document Case - Maple $ each #203 Trusted Advisor Document Case - Maple Twin Pak(2) $ each 8 Client Nameplate Call x135 or visit Interior Presentation Nameplate

9 Standard Financial Document Case Smaller Case, Same Quality At some point, you may be working with clients who require modified financial services. We know that under those circumstances, you may want a smaller financial documents case. So Boxes by Pandora has developed a smaller case that maintains the same high quality construction but can contain fewer documents. Exterior Features: Built in the U.S.A. North American Cherry or Canadian Maple Dovetail Joinery Construction Rigid Vinyl Handle Interior Features: 15 Black Hanging Files Brass Rails Brass Engraved Nameplate 15 Green Custom Silk-Screened Financial File Tabs* (list page 8) 6" File Capacity Weight 9 lbs. (includes files) Lid Lining may be Gold Foil Hot Stamped with Your Firm s Name and/or Logo (see page 12) Buy Twin Paks and SAVE! Financial Files and Tab System Brass Keyed Lock, Hardware, and Hinge Brass Engraved Client Nameplate #100 Standard Financial Document Case - Cherry $ each #101 Standard Financial Document Case - CherryTwin Pak (2) $ each #102 Standard Financial Document Case - Maple $ each #103 Standard Financial Document Case - Maple Twin Pak (2) $ each Hallmark Client Document Case Low Investment, High Return If you re looking for a standard case with an economic incentive, then the Hallmark Client Document Case fits the bill. Even though we ve substituted different materials in order to keep the price low, we feel that you will appreciate the fact that the same file system as the Trusted Advisor case is also included. Each Hallmark Client Document Case Includes: 25 Black Hanging Files Rigid Vinyl Handle 10" File Capacity Weight 12 lbs. (includes files) Nickel Hardware, Keyed Lock Optional Brass Engraved Client Nameplate #691 Hallmark Client Document Case $ each #692 Hallmark Client Document Case - Twin Pak(2) $ each NEW New Birch Ply Document Case #120 1-Pak $49.95 Now available separately! System includes 25 standard hanging files with interchangeable tabs. Boxes by Pandora Call Cummings Center, x135 or Suite visit 160F Beverly, MA ORGANIZATION & STORAGE

10 ORGANIZATION & STORAGE Financial Documents Metal Strong Box Creates a Caring Reputation for Advisors Includes Engraved Brass Nameplates When delivering key financial documents to your clients, you can foster loyal relationships by presenting them in our classic pinstriped, metal strong box. Featuring a three-digit personal combination security lock and polished silver carrying handle, this smartly designed strong box safely stores a large selection of records. An interior business card holder allows you to prominently display your name and contact information. Included with each Metal Strong Box: Personalized, Engraved Client Nameplate 16-page Financial Documents Reference Manual (see below) Document Filing Guidelines Card (see below) #850 Metal Strong Box (12¾ x 10¼ x 3½ ) $49.95 SPECIAL Offer! Buy 6, get 1! I ve asked clients a series of Where do you keep this document or that document? questions. While some clients have excellent instincts, they don t always understand where they should store originals and when to make copies. Your reference manual is the perfect tool. Thomas T. Riquier, CFP Financial Documents Reference Manual & Guidelines Card An organized recordkeeping system will help your clients avoid frustration, while saving them valuable time and money. This 16-page booklet and quick reference card explain how and where both legal and vital non-legal documents should be safely stored for quick and easy retrieval. # page Financial Documents Reference Manual with Document Filing Guidelines Card $6.95 $4.95 $4.50 $4.25 $3.95 $ Call x135 or visit

11 Golf Gifts and Awards... You can use Pandora s Golf Boxes as awards at client golf outings and tournaments, or for interoffice competitive events. Also, reward key employees for years of loyal service! Golf Ball Case Rich and Impressive! This handsome, solid North American Cherry case will place you immediately on every client s Leader Board! Its rich look will have everyone displaying it on their desks, credenzas, or dressers so they ll Total Price be reminded time and again of your thoughtfulness. The fine grain cover is accented with a brass nameplate and our authentic cloisonné, four-color crossed clubs medallion, which reflects par excellence. The case s roomy 9 x 7¼ x 3 interior can hold a dozen golf balls personalized with your client s name for an added gift-giving surprise. For added personalization, choose the gold hot stamping option. (see page 12) CLIENT APPRECIATION #855 Golf Ball Case with free personalized engraved brass nameplate (#402) $75.00 each #856 Golf Ball Case with free personalized engraved brass nameplate and a dozen golf balls personalized with your name or a client s name $ each Offer! Buy 6 of either 855 or 856 and receive one dozen personalized golf balls free! Pro Tour Golf Case Remember the Great Rounds! Give your golfing clients a special place to keep their cherished scorecards and other golfing items (golf balls, tees, and markers) so that, when they relive the rounds they ve played, they ll be reminded of your professional thoughtfulness. Each 8½ x 6¾ x 4½ North American Cherry Pro Tour Golf Case features a brass nameplate and is accented with our authentic cloisonné, four-color crossed clubs medallion. It s a surefire way to keep your business relationships on par. #858 Pro Tour Golf Case with free personalized engraved brass nameplate (#402) $85.00 each #859 Pro Tour Golf Case with free personalized engraved brass nameplate and a dozen golf balls personalized with your name or a client s name $ each SPECIAL OFFER! Buy 6 of either 858 or 859 and receive one dozen golf balls personalized with your name or a client s name free! Accented with our cloisonné crossed clubs medallion! Total Price Call x135 or visit 11

12 ENGRAVING & FOIL STAMPING Engraved Brass Nameplates The only thing more important than your name is your client s name! Most of our customized financial document wallets, boxes, and cases come with, personally engraved exterior brass nameplates to make your presentations highly memorable for clients. Additional interior brass nameplates provide an added personal touch to the Premium Presentation and Document Cases, and Executive Stationery Boxes. Up to 32 spaces available on exterior plate for your client s name Interior nameplates provide 64 spaces for your name and/or your company s name, or a message about a memorable event We make the process easy! You can order any quantity of our products, and we will inventory your nameplates and mail them as needed. Just or fax us your list of client names, and we will engrave your plates within a 24-hour period. Nameplate inventory is maintained by our Customer Service Representatives. To inquire about the status of your inventory, order history, and current open orders, simply contact us via at nameplates@boxesbypandora.com or call us at (800) ext In addition, you may purchase separate nameplates for $4.95 each (style #402) for use on any of our products. Engraved Brass Executive Presentation Nameplates Here s a perfect nameplate addition for those special presentations when leaving a lasting impression is paramount. 2 ¾ x 7 8, maximum 22 characters, one line (or 2 3 lines of smaller type with characters) #405 Engraved Brass Executive Presentation Nameplate $9.95 each YOUR CLIENT S NAME HERE Foil Hot Stamping Leave a lasting impression with your clients! 12 Let us become your personal imprinting specialist by helping you forge stronger client relationships! Send us your personalized contact information, and we ll create artwork from that information for use on all of your presentation materials... and before we produce the final product, we ll fax the artwork to you for approval. A metal hot stamping die is created and will be used for all of your future orders Custom order processing takes 2 3 weeks; reorders are shipped in 3 4 business days One-time Die Charge $70.00 per plate Machine Setup Fee $11.50 per run Foil Hot Stamping $.70 each per imprint #401G Gold #401S Silver #401N Navy Blue #401C Copper #401B Blaze Red #401K Kelly Green Order Today! Call x135 Fax sales@boxesbypandora.com