'Back of Napkin' ideas

It's quick. It's mobile.
A picture is worth a thousand words.
EXPLORE CONCEPTS

Three-legged stool

With your help, clients can create an income plan that helps address their needs and can be supplemented by whatever Social Security or pension funds are available when the time comes.
Download the PDF

RMD + legacy

Some clients may not need their required minimum distributions (RMDs) and also want to ensure they can leave a financial legacy for their loved ones. What if there were a potential solution to help with this situation?
Download the PDF

Shirtsleeves to shirtsleeves

The old adage says a family can go from 'shirtsleeves to shirtsleeves' in 3 generations due to miscommunication of values, advice, and more.
Download the PDF

Route 65

Delaying Social Security payments can help clients get the most out of their Social Security income.
Download the PDF

Break-even burden

Simple math tells us that when something loses a percentage value, increasing that same percentage won't get back to where the value started.

Download the PDF

Retirement road trip

Making the choice to be prepared can be a smart move whether you're planning a road trip or planning your retirement.
Download the PDF

RMD + reserve

Some clients may not need their required minimum mistributions (RMDs) and also want to plan financially for upcoming or unexpected events. What if there was a potential solution to help with this situation?
Download the PDF

Order the full kit

The kit includes all of the Back of Napkin concept flyers in an easy-to-transport folder.

Order the full kit