
Accuracy is guaranteed or your money back!
|
|
The Quick
Statement Service:
You supply us with your bond info...We produce a personalized bond
statement for you.
Like 55 million Americans, chances are you own savings bonds. If you are a financial
professional, your clients own them. And, like most bond owners, you probably have no idea
what the bonds are worth or the interest rates they are paying. Unlike other investments,
you don't get any financial statement to track their value. Perhaps you've been
accumulating bonds through a payroll savings plan, received them as gifts, or have some
earmarked for retirement or education reasons. Regardless of the purpose, wouldn't it be
nice to know their values, which bonds to cash in and when is the best time to sell.
|
How Does it Work?
Its as easy as 1, 2, 3!
- YOU SUPPLY US (via fax or mail)
with
bond information; Series,
Denomination, and Issue
Date (month & year) or
even photocopies of the bonds! That's All You Need To Do!
- OUR BOND EXPERTS COMPILE
your information and create a clear
and concise statement detailing EACH INDIVIDUAL bond's cash-in value,
current interest rate, next interest rate posting, date of next
increase in value, when the bond stops earning interest & MORE!
- WE SEND YOU, First Class
Mail, all the above
information along with grand totals and interest averages
of the entire portfolio in
an easy to read spreadsheet format as a PERSONALIZED STATEMENT!
(click for sample printout)
|
Click for larger image |
Special Offer on Periodic
Updates!
This is a perfect offer for anyone who wants personalized portfolio printouts on a regular
basis. Whatever schedule
you decide; Annual, semi-annual, quarterly, or even monthly. You will receive
an updated statement at a 20% discount. Contact us at info@savingsbonds.com.
Your Personalized
Statement also includes:
 |
Your Name (or whatever name you provide) |
 |
Each bonds cash-in value |
 |
How much interest ($) has been earned to date |
 |
The present and overall lifetime interest rates
- perfect for comparing to other investments |
 |
The date when the bond will next increase in value |
 |
The date the bond stops earning interest (with months and
years to go) |
 |
Summary totals of each category |
 |
A "What this means to you" comment
right from the Bond Consultant - in laymen's terms
- explaining everything you need to know! |
 |
Statements are shipped free via First Class
Mail |
Who uses the Consultant "Quick
Statement" Service? :
 |
Individual investors |
 |
Financial Service Professionals: as a value added service
for existing
clients and to obtain new leads |
 |
Legal Professionals who provide estate planning. |
 |
Probate Attorneys / Specialists.
* Probate
valuations - call for pricing |
|
|
ACCURACY
GUARANTEED OR YOUR MONEY BACK!
Best of all, when you get your personalized
bond statement, you will have an accurate record of what you own in case of fire, theft
and loses, making replacement much easier. We use the U.S. Treasury Department rates and tables for
exact values.
|
-
-
Statements are shipped free via First Class
Mail!
*Optional
Services:
- Standard Fax Service anywhere in the
Continental U.S.: add $4.95
- Overnight Express Delivery: add
$15.95
*Same Day Service:
- Offered M-F 8:30am to
12:00 Noon EST.
- Orders received after Noon will be processed/delivered on next business
day
- savingsbonds.com inc. reserves the right
to refuse same day service based on either the volume of bonds or time
of arrival.
*Probating Services:
- Additional flat rate charge of $50.00 + Charge for individual bonds (below)
|
-
- Cost (Pricing according to volume):
THESE PRICES EFFECTIVE
January 1st, 2005
|
 |
| 1-10
|
$15.00
|
| 11-25
|
$28.00
|
| 26-50
|
$35.00
|
| 51-100
|
$58.00
|
| 101-150
|
$72.00
|
| 151 + Up
|
Call for Pricing
|
- THESE PRICES
EFFECTIVE January 1st, 2005
-
|
|