Reference Atlas
The numbers you reach for Monday morning.
Eight practice-area atlases. The data advisors actually reference in client meetings. Printed on heavy card stock. Updated annually. Coming Q1 2027.
Built for Your Desk
What is the Reference Atlas?
The Reference Atlas is a printed desk reference designed for practicing financial professionals. Each edition covers a single specialty area with current data, planning tools, and benchmarks you can pull out during a client meeting or reach for while building a plan.
Printed on heavy card stock with a protective UV coating, each atlas contains 10–20 reference cards updated annually by subject matter experts. Eight editions available, one for each IBF designation.
Specifications
Eight Editions
What’s inside
Each edition covers a single practice area. Click any row to see what’s included.
How the largest funds actually perform, what they charge, and how they compare. Built for advisors who need to back up fund recommendations with current numbers.
Side-by-side carrier comparisons, current rates, rider breakdowns, and the benchmarks that matter when structuring annuity-based retirement income.
Federal exemption limits, trust structures, state-by-state rules, and the tax tables estate planners pull out in every client meeting.
Withdrawal rate research, Social Security timing data, distribution strategies, and the income benchmarks clients ask about most.
Current brackets, deduction limits, credit phase-outs, and state-by-state comparisons. The tax reference advisors keep within arm's reach.
Asset valuation methods, QDROs, state property rules, and the financial planning frameworks that matter in divorce cases.
Benefit calculations, Medicare enrollment windows, spousal strategies, and the planning thresholds that change every year.
Market data, custody comparisons, regulatory updates, and the inheritance planning frameworks emerging in the digital asset space.
“I have the Reference Sheets in a folder on a table next to the conference table where I counsel with clients. Great resources and very professional, thank you again.”
Dan Cooper, CAS® · Blue Print Retirement & Tax Advisory Group
Common Questions
Frequently Asked
When will the Reference Atlas be available?
The first edition releases in Q1 2027. Eight editions, one for each IBF designation. We’ll announce purchase details closer to launch.
How often is the Reference Atlas updated?
Each edition will update annually with current-year data, benchmarks, and regulatory thresholds reviewed by subject matter experts.
What format is the Reference Atlas?
Each atlas is a set of 8.5″ × 11″ reference cards printed on heavy card stock with a UV protective coating. Designed to sit on your desk or slide into a folder for client meetings.
Can I buy just one edition?
Yes. Each of the eight editions will be sold individually. Purchase the one that matches your practice area, or pick up several if you work across specialties.
Not sure which edition fits your practice?
We’ll help you pick the right one. Call us or send a message.