Retirement Trust Portfolios Set
Retirement Trust Portfolios Set
Retirement Trust Portfolios Set
Retirement Trust Portfolios Set

Retirement Trust Portfolios Set

Regular price $227.52

7 BINDERS PER CASE + TABS

An attractive binder for your clients to store their documents. One set of tabs per binder ordered, additional tabs may be purchased separately.

If you are unable to find the exact tab that you are seeking, please see our options for individual tabs that can be added to these sets.

  • 11 x 8 1/2 + 1/2" sheet size binders.
  • Outside material in Summit Wolverine Imitation Leather (Blue, Burgundy or Hunter Green) *Note - due to supply chain issues, the material may change to what is available but will be the same color, but not grain
  • Liner in black Verasuede.
  • Two business card holders heat-sealed (three sides) on inside front cover.
  • Padding on the front and back.
  • 1" round ring (nickel) with round back-concealed plate. *Note - we are converting to D rings on these binders due to customer demand and cost savings
  • Binders Board construction.
  • Round Corners.
  • Silk screen front and spine in black ink.
  • Gold foil stamp on front and spine. Silver foil is a available for blue.

Retirement Trust Tab set included (if selected):

  • Overview
  • Trust Agreement
  • Certificate of Trust
  • Assets & Beneficiary Designations
  • Tax Filings
  • Financial Statements
  • Correspondence 

The correct way to measure a binder is to measure the inside diameter of the ring (or the straight edge of the "D" ring). Approximately 100 sheets will fit into each 1/2" of capacity.

One set of tabs is included per binder ordered, additional tabs may be purchased separately. 


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