Jennings Social Media & MarTech created a compelling double-sided flyer for Fortune Financial Advisors, a financial advising firm, to highlight their expertise in Net Unrealized Appreciation (NUA) services. The goal was to effectively communicate the benefits of NUA strategies to potential clients, focusing on reducing taxes and protecting wealth.

The front of the flyer clearly outlines the advantages of transferring the cost basis through NUA to significantly lower taxes on retirement savings. It emphasizes the importance of avoiding high taxes on substantial stock holdings, such as a $100,000 investment, and positions Fortune Financial Advisors as experts in helping clients explore smarter employee stock ownership strategies.

The back of the flyer is dedicated to detailing the NUA process, providing a step-by-step guide that explains how Fortune Financial Advisors can assist clients in navigating these complex financial strategies. This section is designed to demystify the NUA process, making it accessible and understandable for potential clients, and demonstrating the firm’s expertise in delivering tailored financial solutions.

In addition to being distributed in print, the flyer is also featured on Fortune Financial Advisors’ website, providing an accessible resource for online visitors. This digital presence helps to extend the reach of the flyer, ensuring that the firm’s NUA services are effectively communicated across multiple platforms