Annual Review
Premium · $40–55 · Wealth management client onboarding & annual review
Annual Review is the gift waiting on the table at a client's yearly planning meeting, often held during the November and December review season. The PU leather A5 notebook works as a portfolio for the updated plan, with a debossed logo on the cover, and the aluminum stylus ballpoint is there for notes and signatures. A PU leather business card holder gives the client a place for the advisor's card, and the 20 oz vacuum insulated coffee tumbler becomes a daily reminder of the relationship long after the meeting ends. Because the set is modest, the same kit can be given year after year without feeling excessive. Before ordering, check the gift limits in your firm's own policy.
A debossed portfolio holds the updated plan; the tumbler, card holder and pen round out the set.
What is in the kit
- 1.
1 × PU Leather NotebookAs low as $9.26 - 2.
1 × PU Leather Stainless Steel Business Card HolderAs low as $1.79 - 3.
1 × 20 Oz. Double Wall Vacuum Insulated Coffee TumblerAs low as $5.78 - 4.
1 × Ballpoint PenAs low as $0.72
As low as $17.55 per kit · 4 of 4 items priced · Small orders welcome
Listed standard setup fees for the products in this kit total $266.70 per design. If a setup fee applies, it is shown in your written quote. Setup fees are waived on reorders with the same logo.
More Wealth management client onboarding & annual review kits
- Quiet Luxury Onboarding · Luxury · $120–160
- COI Referral Thank-You · Premium · $30–40
All Financial Services kits · Updated September 27, 2026
