IRA Rollover Marketing Program

This program provides the means to help account owners of any age understand rollovers and make the right rollover decisions, so their retirement funds are working hard for them. People in the work force are changing careers; a wave of baby boomers are on the verge of retiring; and people with multiple individual retirement accounts (IRAs) are consolidating to one easy-to-manage IRA. These situations present an opportunity for you to help consumers capitalize on their retirement assets by helping them decide which IRA rollover options are right for them.

This program highlights the benefits of doing timely rollovers, such as:

• Avoiding tax penalties,
• Making the best of their investment options, and
• Simplifying complex paperwork and tax reporting.

• Poster
  (22" x 28", 4 color, not imprinted)
  
  
• Brochure
  (available in 2-or 4-color versions, imprinted)
  
  
• Statement enclosure
  (available in 2- or 4-color versions, imprinted)
  
  
• Tent card
  (4 color, not imprinted)
  
  
• Direct-mail postcard
  (4 color, imprinted)
  
  
• Teller receipt
  (2 color, 1 sided, imprinted)
  
  
• Drive-up envelope
  (2 color, coin or open-end versions, imprinted)
  
  
• Letter template
  (1 page, content modifies for institution-specific information and letterhead)