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 â Our most popular multi-page, hardcover policy wallet portfolio. Designed with a classic, polished look that will enhance your professional image. 2253130199
#205 Multi-Page Hardcover Portfolio â Overall our #1 best seller in more than 35 years in business! This policy wallet portfolio showcases the exceptional quality in a Pro-Tek product.440-291-4756
#210 Coordinator, Multi-Page Hardcover Portfolio â 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 â 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 â a vinyl coated paper stock â that is durable and extremely functional. 905-247-7460
#2060 PortFolio II, Two pocket Hardcover Portfolio â 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 â Be the âpace setterâ 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. Xanthomelanoi
#111 Pacer, Single Pocket Softcover Portfolio â 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 â 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 â 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. (215) 875-4979
#800 Flap Fold â The deep grain of the Buffalo material brings a very leather-like appearance to this distinctive, multi-page portfolio policy wallet. More
Update from Pro-Tek, Inc. â Price Increase
July 17, 2017
Dear Valued Customer,
Your loyalty and valued business is greatly appreciated!
Over the past nine months weâve had substantial increases in the cost of raw goods, freight and increased labor costs from our suppliers which has left us no choice but to raise prices on the products you purchase effective July 17, 2017.
On a positive note, pricing still does include shipping to all 48 continental states on orders of $200.00 or more, and a $15.00 shipping fee on orders less than $200.00.
These unexpected and sizable price increases have put us in a difficult positionâ¦ either we donât increase prices and go out of business, or raise prices to stay in business but risk losing you as a customer. My hope is you will continue to allow Pro-Tek to provide you with the quality products you expect along with the personal customer service we enjoy extending to each and every one of our customers. And we are proud to say our products are assembled in the USA with some components being made in the USA.
We are grateful for your business and hope to be here to serve you for many years to come.
NEW â 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 clientâs financial plan or estate plan. Now you need a binder in which to present and showcase that hard work. Something special that reflects your clientâs importance and your professionalismâ¦
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 1Â½" 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 â 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 usâ¦
âI 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 â it is the perfect thank you gift!â
For #800 Flap Fold â More
Customer Comments We've Just Received
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!
Stubbins, Watson, Bryan & Witucky Co, LPA
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!
Cameron Park, CA
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.
Long Island City, NY
Pam, I just opened the box with our tabs, and they are just beautiful!! I canât 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 couldnât be happier with the result.
Private Equity Firm
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!
Brooks & Ames
Hi Pam. Got the binders today. They look better than I had expected.
Thanks for your companyâs professional handling of my small order.
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.
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.
Norton & Massingill, PLLC
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!
PRO Financial Group
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 âoldâ order and getting our re-order handled so efficiently.
Assistant to J. Jackson Hill III
Hill Financial Group, LLC
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.
Benjamin P Nunn
Values First Advisors, Inc.
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 donât want to run out.
Bangerter Financial Services
Citrus Heights, California
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 weâre 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 âgood job.â 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 IÂ appreciateÂ 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 IÂ am officially retiring. Ergo, thisÂ is my lastÂ order because I'm transitioning all my clients to the new folder before closing shop.
It has been a pleasure working with Pro-tekÂ over the years. Your products speak for themselves.
My very bestÂ 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 â so, hopefully, we'll be re-orderingÂ soon. Thanks again.
B. Lutz, BYCO
G. S. LevineÂ Insurance