Professional Plan Presentation Materials (Binders and Tabs)
Portfolios are more than a method to hold important documents—they’re a physical reminder of your work and can reinforce your company’s reputation and continue its branding. WealthCounsel has partnered with K&L Looseleaf to develop several colors, sizes, and portfolio titles to assist you in presenting plans to your clients.
With every portfolio you order, one set of tabs is included (view tab titles). Even better, the included index tabs correspond to Wealth Docx. The tabs go halfway down the page (half-cut), so if you need to add or subtract a tab, simply flip the subsequent tab over and it looks as if nothing is missing. You can find 64 individual tab titles to fit your trust plans (packaged 15 tabs each per set), which can be purchased separately.
When deciding on the appropriate portfolio size to order, it’s best to print out one plan and measure its thickness. Typically, about 100 sheets of paper is equivalent to each ½” of capacity. We recommend ordering the next size up from your measurement for a comfortable fit.
The proper way to measure a binder is by its ring capacity, not the outside spine. The round ring is measured horizontally at the widest part of the ring (not including the metal itself) and the D ring is measured by the area on the straight edge of the ring (not including the ring itself). Please contact us if you have any questions about this so that we can ensure you receive the desired size.
All products offered by K&L Loosleaf are customizable - you can include your firm logo and use your firm color for your binders and print the tab sets you prefer. Contact us to discuss customization or shipping questions.
* Please note: Binder and tab orders will ship within 3-5 days of the order being received. In some cases, the included tab set may ship separately from the binders. If you need your order by a certain date, please contact us to check availability and whether upgraded shipping will be necessary. (Orders shipping to Alaska and Hawaii will be sent via US Postal Service.)
