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Planning >> Presenting >> Reporting
Our Customized Performance Reports make you a Specialist!
The backbone of our system is the Savings Bond Performance Report©. This internet-based service
allows you to deliver accurate, detailed reports about Savings Bonds not available from any other service. You
and your clients will quickly and easily understand how their portfolio of Savings Bonds
is performing.
The Performance Report does the work - you take the credit! Enter an unlimited number
of savings bonds into the online service and print an unlimited number of reports any time you need them.
Personalized for You & Your Client
Each report is personalized with the Financial Planner's Name, Designations, Company Name, Office Address,
Contact Number and Client's Name making this unique report look like it came right from your offices! [See an example]
This comprehensive, color-coded report clearly indicates maturity alerts and warnings, as well as
real-time bond values.
Our Color-Coding makes our information Pro-Active
Allowing you to quickly identify those bonds needing attention, here is our Color-Coding in action:
Color Code Key
Green: This bond posted interest on the 1st of this month.
-* Suggested Action: If you are cashing-in, right now would be a good time for this bond.
Yellow: Additional interest will be posted to this bond next month - Warning to prevent the loss of up to 6 months of interest, do NOT cash this bond in this month!
-* Suggested Action: Don't cash-in this bond unless absolutely necessary.
Red: This bond has stopped earning interest and should be cashed in! IRS Regulations require you report this bond's interest as of the date of its final maturity for that year's taxes even if you don't cash it in.
-* Suggested Action: Cash-in this bond immediately! You are providing an interest-free loan to the government!
Purple: This bond may need to be reviewed for possible re-issuing with new Beneficiaries or Co-Owners as you cannot do so if it is within 1 year of final maturity.
Orange: This bond will reach its final maturity date in less than 1 year - be ready to cash it in. IRS Regulations require you report this bond's interest as of the date of its final maturity for that year's taxes even if you don't cash it in.
-* Suggested Action: Watch this bond, when it reaches final maturity cash it in.
Blue: This bond is less than 5 years old - Warning 3 month interest penalty if cashed in before it is 5 years old!
-* Suggested Action: Don't cash-in this bond unless absolutely necessary.
Silver: This bond is less than 1 year old, not eligible for cash-in and has No Value
White: This bond is earning interest without any warnings or penalties.
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This information-rich analysis provides you with
the most extensive and thorough reporting available! Just some of the bond information
calculated and prepared for you includes:
- Bond Series
- Face Value
- Issue Date
- Serial Number
- Cash-In Value
- Total Interest Earned
- Current Interest Rate %
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- Avg. Life-Time Rate %
- Next Interest Posting Date
- Next Time the Guaranteed Interest Rate Will Change
- Age of Bond (in years and months)
- Date When Interest will Stop
- Time Remaining Until Full Maturity (in years and months)
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Monthly Email Summary Statements
This becomes a valuable resource that the bond owner anticipates receiving every month,
generated from the information in each client's portfolio. The built in "Alert System"
automatically informs your client when bonds reach final maturity and should be cashed-in.
[click to enlarge]
Matured Bonds Report
This report shows a one-line summary that identifies each client whose bonds have matured, along with their cash-in
value. This information is extremely important to properly advise clients in the most timely and
efficient manner possible.
[click to enlarge]
Our EXCLUSIVE Savings Bond Forecast Report©
With this tool, Financial Professionals now have the ability to demonstrate to their clients
the potential redemption values and tax liabilities that may occur in future years. By realizing
the tax responsibilities from redeemed savings bonds, the bond owner/client may decide upon a
strategy that calls for them to start redeeming savings bonds BEFORE they reach final maturity.
For an even more powerful comparison and presentation, show a client how their bonds will perform ranked
against your own products and services. How much more will a client make by cashing out now and re-investing in your
Annuity or Life (etc.) product? Now you'll know!
Within this report you have the ability to project future values based on assumed interest rates (that you choose), for up to 30 years
with the option to show what will happen if the client continues to invest in savings bonds. This report can also be considered a Redemption Schedule for your clients to
know what to expect in the future about the dates and potential tax consequences they will incur.
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- © copyright SavingsBonds.com Inc., UIS Inc. January 2004, 2005 -
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