Adjustment to Pro-Tek Product Prices – June 1, 2021

Dear Valued Customers,

Raw goods prices, for Pro-Tek products, have been increasing since the first of the year along with rising freight costs that have affected our production costs. The result is the price of all Pro-Tek products has been increased..

Also, our shipping charge has gone from $15.00 to $20.00 on all orders less than $290.00, which is our new free shipping point.

These price increases help to ensure our commitment to providing the very best products and services for our customers.

If you have any questions about the above price increases, please contact Pro-Tek customer service at 888-536-5466.

I sincerely appreciate your business and hope it will continue as we make our way through this difficult inflationary period. Thank you.

Pam Hendricks

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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! 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 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

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Hi Pam,

Thank you Pam for prompt service. Your company's products enhance my work and firm's image.

Best regards,

Claire L. Addison, Esq.
Elder Law + Estate Planning
Albuquerque, NM

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Pam,

Received the shipment. Could not be happier with the look. Great job on the logo – looks really good.

Thank you.

Tristen Cleve
Austin, TX

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Hi Pam,

Our office ordered a small number of the #600 folders and we are very impressed with the quality of the folders. I would suggest purchasing the die to add the customized imprint on the face of the folders, as it adds a very nice detail and it is worth it especially if you are not changing the logo/address anytime soon.

Process was easy beginning to end and Pam is very quick to respond and to provide status of the orders (and our Attorney is very happy with the services and product). Extremely pleasant experience. Our office is already putting in a second order and we will be referring Pro-Tek to any offices and colleagues that are in need of these products.

Thanks again Pam!

Vanessa Tam
Shirley Tam, A Prof. Law Corp.
San Jose, CA

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We are beyond impressed with the quality and detail in our binders. From the beginning of the process in updating our binders right through to the delivery of our product, Pro-Tek was so easy to work with and extremely efficient. We were updated consistently during the process. They also provided great suggestions on the layout making our binders exactly what we wanted. Thank you!

Nora Taylor
Stubbins, Watson, Bryan & Witucky Co, LPA
Zanesville, Ohio

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Pam, Just checking in to let you know we received the binders (#1915EP-17S) a little while back (very timely, I might add!), and we absolutely LOVE them. They are perfect for us, professionally expensive in appearance and sturdiness, without being too flashy, and we will absolutely be repeating our business! It has been great working with you!

Evelyn M.
Cameron Park, CA

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Hi Pam, Thank you for processing my order. The two boxes arrived at my office yesterday and are in good order. It's wonderful doing business with you. The ordering process was simple and the policy wallets I ordered are impressive. I've given out your website to my interested colleagues and suggested that, when ready, we order together to get the bulk prices. Best wishes to you for continued health, good business and great wealth.

Rhys Pablo
Long Island City, NY

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Pam, I just opened the box with our tabs, and they are just beautiful!! I can’t thank you enough for working with me from the beginning, and all the way through. I know we still have a run in process, but I wanted you to know that we couldn’t be happier with the result.

Danielle LeBlanc

Private Equity Firm
Atlanta, GA

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Pam - I recently ordered some estate planning binders from Pro-Tek and just wanted to let you know how pleased I was, not only with the service and professionalism in ordering the binders but also with the binders themselves. I will be definitely be a repeat customers. Thanks again!

Sincerely, Sharon

Brooks & Ames
Lompoc, California

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Hi Pam. Got the binders today. They look better than I had expected.

Thanks for your company’s professional handling of my small order.

Don Kemp
Duluth, Georgia

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Hi Pam. I received the portfolio in perfect condition. Thank you for the careful packaging and quick delivery. It was a pleasure to place the order with you and was very pleased with your help. Thank you and enjoy the rest of your summer.

June
New Jersey

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We searched far and wide for estate planning binders that would meet our high standards and amaze our clients. Pro-Tek blows away the competition. These products are exceptional.

Joshua Massingill
Norton & Massingill, PLLC

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Thank you Pam, we did receive the portfolios the other day. They are exactly what we were looking for and will be sharing your site with our associates.

We look forward to placing more orders!

Joel Gooch
PRO Financial Group
Conroe, Texas

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Good Morning Pam, Just wanted to let you know that we received the Binders on Friday; and also to thank you once again for your friendly and helpful attitude in tracking down this ‘old’ order and getting our re-order handled so efficiently.

Phyllis Knight
Assistant to J. Jackson Hill III
Hill Financial Group, LLC
Atlanta, Georgia

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Pam, We received our Financial Planning binders today and wanted to tell you that they look great! So thankful for your work and business in assisting us with our needs.

Thanks

Benjamin P Nunn
Financial Planner
Values First Advisors, Inc.
Abingdon, Virginia

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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.

Riley Bangerter
Vice President
Bangerter Financial Services
Citrus Heights, California

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Great customer service. Thank you.

Nicholas Donato
Donato Financial Group
Park Ridge, NJ

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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!

Jena McClaine
Hickman McClaine & Associates
Midland, Texas

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Thank you for your help, Pam.

Our clients absolutely love the binders and we’re proud to present the estate planning documents in them.

Ruth

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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.

Lynne Mar
A.G. Borgia Insurance Services Inc.
San Diego, CA

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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.

Anthony Kosobud
Retirement Journey
Plymouth, Minnesota

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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

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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.

JoAnn

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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
Alberta, Canada

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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!

L. Foresman
Century 21

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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!!!

C. Park
Los Angeles, CA

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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.

Sharen
MSY

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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