Make Your Brand Stand Out
Whether you are an attorney, financial planner, or businessperson your brand or business image is a direct reflection of you and your way of doing business. Your stock-in-trade comes down to trust, credibility and professionalism plus having the right tools to convey those traits. Closing the deal is just the beginning. You need to leave your client with a Pro-Tek customized organizer that enhances your professional image, conveys your client's value to you, and continues to work for you after the meeting is over.
Our customized presentation portfolios, policy delivery wallets, and ring binder organizers will help you bring your brand vision to fruition. The materials you use reflect on you and your business integrity and you want to ensure that your brand stands out from the generic off-the-shelf presentation material. Make your selection from our web site, or call us at 888-536-5466 for personal attention. We look forward to working with you to "Pro-Tek" your business brand!
#105 Ambassador, Multi-Page Hardcover Portfolio — Our most popular multi-page, hardcover policy wallet portfolio. Designed with a classic, polished look that will enhance your professional image. More
#205LC Multi-Page Hardcover Portfolio — NEW! By request we offer this large capacity version of our popular #205 Executive. The same quality and function but designed for larger sized policies and annuities. More
#210 Coordinator, Multi-Page Hardcover Portfolio — An all-time favorite! This competent hardcover policy wallet offers big value in its understated design. A simple portfolio with ribbed spine that closes with a tab and Velcro. More
#600 Client, Multi-Page Flexible Portfolio — This is a great piece and one of our most popular styles! This lightweight and flexible multi-page policy wallet/portfolio is made of Pajco – a vinyl coated paper stock – that is durable and extremely functional. More
#2060 PortFolio II, Two pocket Hardcover Portfolio — This upgraded version of our #2000 is one of our best sellers! The hardcover portfolio has two half pockets for ease of document insertion and removal, which makes for a nice proposal cover. More
#211 PaceSetter, Two Pocket Softcover Portfolio — Be the “pace setter” and sprint ahead of the crowd with this two pocket flexible softcover portfolio. Two full-sized clear pockets with top opening allows full protection of your policies, annuities, or other documents and can easily fit in a safe deposit box. More
#111 Pacer, Single Pocket Softcover Portfolio — Start your business relationship off right with this classic presentation for the basic starter life insurance policy! This single pocket policy wallet is soft and flexible and easily stored in a safe deposit box. More
#912 Lincoln, Single Pocket Hardcover Portfolio — Here is a smart and effective way to present a single, side-bound policy, or any other type of document bound on the left, to your client. More
Ring Binders, #1800 Series — We have taken the classic three-ring vinyl binder and given it our commitment to quality with our basic black interior, two useful horizontal pockets and a deluxe business card pocket. More
Premier Edition Collection, Ring Binders — Beautiful proposal binder to be paired with our #205PE Premier Edition Executive policy wallet or to stand alone as a testament to your good taste. More
- #105 Ambsadr, Multi-Page HC Portfolio
- #205LC Multi-Page HC Portfolio
- #210 Cordinatr, Multi-Page HC Portfolio
- #600 Client, Multi-Page Fexible Portfolio
- #2060 PortFolio II, Two Pocket HC Portfolio
- #211 PaceSetter, Two Pocket SC Portfolio
- #111 Pacer, Single Pocket SC Portfolio
- #912 Lincoln, Single Pocket HC Portfolio
- Ring Binders, #1800 Series
- Premier Edition Collection, Ring Binders
NEW – Pro-Tek Bravo! Financial Plan and Estate Planning Portfolio Binders
You put a lot of time, care, knowledge, and thought into the preparation of your client’s financial plan or estate plan. Now you need a binder in which to present and showcase that hard work. Something special that reflects your client’s importance and your professionalism…
Introducing our new Bravo! Financial Plan and Estate Planning Portfolio binders. We listened to your requests and now offer this fresh, new design for your Financial Plan and Estate Plan presentation in our new Bravo! material. This richly beautiful expanded vinyl has the classic look and feel of natural leather. For the stock Financial Plan binder we stock a 1" and 1½" size in Madrid Black. For the stock Estate Planning Portfolio binder we stock a deluxe version in four colors (Leather Saddle, Burgundy, Midnight Blue and Madrid Black) and also offer a custom version for you to uniquely design to suit your needs and budget.
#1915EP Estate Planning Portfolio Stock Binders are oversized for custom look, and quality and design impact. Interior has two side-by-side business card pockets centered on a horizontal pocket. Black 1½" slant D-ring metal with one 5” flat sheet lifter. Fully padded cover. Gold foil deboss of Estate Planning Portfolio on front cover and spine. Colors: #02 Leather Saddle, #11 Burgundy, #17 Midnight Blue and #32 Madrid Black. (Click here for #1915EP Stock web page.)
#1915EP Estate Planning Portfolio Custom Binders are made specifically for you in your choice of cover material from the complete Bravo! line. You choose your required options using our helpful Worksheet. From cover material color, ring color and type, foil color, or addition of your personal logo – you design a unique binder that best fits your needs and budget. (Click here for #1915EP Custom web page.)
What Our Customers Are Saying
Susan McClelland from Pennsylvania is a satisfied customer who gives the #800 Flap Fold as a gift to her clients and she told us…
“I have purchased several different types of portfolios to give my clients over the past 14 years. My favorite has always been the soft flap fold (#800 Flap Fold) from Pro-Tek, Inc.
The large clear pockets and soft cover allows for storage and easy access of many documents and policies. I give the portfolios to clients as a thank you gift for doing business with me and when I revisit with my clients, they are using the portfolio for all of their important documents. The best part is that my (business) card is right on the inside of the front cover! The soft flap fold portfolio is professional looking, very well made and the price is very attractive – it is the perfect thank you gift!”
For #800 Flap Fold – More
Customer Comments We've Just Received
Hi Pam, Received our order today in 6 boxes! WOW! Expectations were exceeded! Thank you!
Now that we have this as a template may I send you an email when we are running low? We don’t want to run out.
Bangerter Financial Services
Citrus Heights, California
Hi Pam, We received our Financial Planning binders today and wanted to tell you that they look great!
So thankful for your hard work in assisting us with our needs.
Values First Advisors, Inc.
Great customer service. Thank you.
Donato Financial Group
Park Ridge, NJ
Pam, The binders are beautiful!
We received the binders and they look amazing and exceeded our expectations! Thank you for all your help making them look so professional!
Hickman McClaine & Associates
Thank you for your help, Pam.
Our clients absolutely love the binders and we’re proud to present the estate planning documents in them.
Hi Pam, We received the portfolios today and we like them a lot! Andy told me “good job.” We really like how the logo looks in gold on them.
Thank you for all of your suggestions and help in obtaining the portfolios we really wanted at the best price.
A.G. Borgia Insurance Services Inc.
San Diego, CA
Pam, Thank you very much. You have been a joy to work with so far. It is very refreshing. I will look forward to hopefully a long lasting business relationship.
Dear Pam, Thank you for your commitment, your "personal touch" and the value added quality that went into creating our Binders. Beautiful! You're One in a Million!
Mary D. Lee
Chief Operations Officer
Lee Financial Partners, LLC
Hi Pam, I received the Estate Planning binders and they really turned out nice. Combined with the custom tabs you made for me, my clients will be receiving an outstanding and professional looking package. Thanks for all the attention to detail. I definitely will be ordering again.
Hi Pam, My order has arrived and I am beyond happy with the product! It all looks amazing and honestly exceeded my expectations. Thanks for the 2 extra policy folders, you didn't have to do that but I appreciate it.
I will be ordering more for sure and will spread the word. Thanks for everything and I will be in touch when supplies run low. Have a great week!
Lance Graham, CFP
Balanced Wealth Management & Portfolio Strategies Corporation
Hello Pam: We've just received the #900 Econo Closing Pouch and we like them. I was very impressed with your service and amazingly quick delivery of product!
Hi, Pam. We received the shipment of 300 portfolios this Monday. At this point, everyone has reviewed their order and approved. The products are exactly as we ordered and they look great. I particularly like my colored ones! I've never seen them around here before so I wasn't sure what to expect but my clients are impressed by them. So THANK YOU!!!
Los Angeles, CA
Dear, Pam. Just to let you know, after 35 years I am officially retiring. Ergo, this is my last order because I'm transitioning all my clients to the new folder before closing shop.
It has been a pleasure working with Pro-tek over the years. Your products speak for themselves.
My very best regards to you and Pro-Tek.
Hi, Pam. Just wanted to let you know that we received our new green portfolios, and they turned out great.
Thanks for all your efforts, and for making them look so good. Our agents can't wait to start delivering policies – so, hopefully, we'll be re-ordering soon. Thanks again.
B. Lutz, BYCO
G. S. Levine Insurance