September 3, 1993
TO: BOARD OF GOVERNORS NO. 78-93
DIRECT MARKETING COMMITTEE NO. 46-93
MARKETING POLICY COMMITTEE NO. 38-93
MEMBERS - ONE PER COMPLEX NO. 62-93
MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 4-93
PUBLIC INFORMATION COMMITTEE NO. 51-93
RESEARCH COMMITTEE NO. 29-93
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 37-93
RE: RETIREMENT PLANNING BROCHURE FOR REGISTERED REPRESENTATIVES
AND CONSUMERS
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Enclosed is a consumer brochure entitled Time to Celebrate Life:
Investing for Retirement with Mutual Funds. This retirement primer
explains why Americans need to plan for retirement. It describes various
types of retirement plans, including 401(k) plans, 403(b) plans, Keoghs,
IRAs, SEPS and SARSEPs, and it discusses the benefits of mutual funds for
individuals and for employees. It can be used alone or in conjunction
with Time to Celebrate Life slide show.
This 24-page brochure has been cleared for use as generic sales material
by the National Association of Securities dealers, Inc. (NASD).
Guidelines will accompany orders.
Additional copies of the brochure are available at 45 cents each. The
slide show (80 color slides plus written script) costs $55.00 and an
optional audiotape of the script, synchronized to the slides, can be
ordered for $25.00. Please use the enclosed order form for orders. Your
firm’s name and logo may be imprinted on the back of this brochure. Call
Elizabeth Velte at (202) 955-8417 for more information about our printing
service.
Please call me at (202) 955-3540 with any questions or comments.
Barbara Levin
Director - Sales Force Marketing
and Financial Planning Services
Enclosure