Make Your Brand Stand Out

Accountant meeting with clients.

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!

Update from Pro-Tek, Inc. — Price Increase

July 17, 2017

Dear Valued Customer,

Your loyalty and valued business is greatly appreciated!

Over the past nine months we’ve 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 position… either we don’t 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.


Pam Hendricks

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.

#1915 Custom Bravo! Estate Planning Portfolio Binders

#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

#800 Flap Fold, Multi-Page Flexible Portfolio

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

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

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

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

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

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

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

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.

New Jersey

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

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

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

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
Financial Planner
Values First Advisors, Inc.
Abingdon, Virginia

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

Great customer service. Thank you.

Nicholas Donato
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!

Jena McClaine
Hickman McClaine & Associates
Midland, Texas

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.

Lynne Mar
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.

Anthony Kosobud
Retirement Journey
Plymouth, Minnesota

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
Alberta, Canada

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

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

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