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ICEbox™ is the first comprehensive organizational system for an individual’s important documents. The system streamlines the process for storing and accessing important documents needs during a life-altering event. ICEbox™ was created to help both individuals and businesses organize and easily access their most important documents. This is important because many individuals postpone preparation for emergencies.
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Craig A. SutherlandJason A. Gaylor
March 13-14, 2014
STAND OUT FROM YOUR
COMPETITION WITH
AGENDA
Company history
What is ICEbox™
What’s In It For Me?
B to C
Created From Current Practices; Holistic In Approach
As client advocates our role is more than just financial Our interaction with prospects and reviews with clients often combine
financial with personal/professional dreams and goals
What do we give our clients now Binder – for all client’s financials only What do our clients do with the binder?
What is ICEbox™ ?Creates value for families and businesses by providing
accessibility to critical data across multiple access points.
It is a multi-faceted system to organize all your important documents with secure and portable tools.
The ICEbox™ SystemComprehensive and unique because it addresses multiple
categories including financial, health, insurance, and estate planning.
Takes the fear out of preplanning. Easy-to-use - just follow the instructions. Will benefit individuals by streamlining a time-consuming
process and provide peace of mind for families when a life-altering event occurs.
Investment Portfolios Take A Backseat When A Medical Emergency, Death Or Natural Disaster
Occurs
Do you know what medications your spouse takes?
Do you know who to call in an emergency?
Can you answer key medical history questions if your spouse can’t?
Do you have a Medical Power of Attorney AND a Living Will?
Would you be able to find valuable documents when the rest of your world is spiraling out of control?
Which One Are You?
The “Organized One”Knows usernames and
passwords for websites that the family uses.
Knows the due dates for key household bills like:
MortgageCar paymentsInsuranceUtilities
Which One Are You?
“The Tourist”Blissfully unaware and
enjoying the scenery.
If you’re “The Tourist”, how quickly could you become “The Organized One”?
Are Your Clients Prepared…..When “Life” Happens?
Health
Personal and family medical history Living Will Medical Power of Attorney Emergency Contact List
Estate & Insurance
Will Estate Plan Durable Power of Attorney Life Insurance Policies Additional Insurance Policies
Savings And Investments List of bank accounts – savings, checking, money-market Individual Retirement accounts 401(k) accounts Pension documents Annuity contracts Stock certificates, savings bonds and
brokerage accounts List of safe deposit boxes
Important Documents
Housing, land and cemetery deed information Escrow mortgage accounts List of loans made and debts owed Vehicle titles Partnership and corporate operating agreements Tax returns List of all website user names and passwords
ICEbox™ System Includes 4 Snap Secure, 3-ring plastic organizational
binders for Health, Estate & Insurance, Banking & Investment and Other Important Documents.
A 256MB flash drive with pre-loaded fillable PDFs covering categories including: Medical/Medications History, Emergency Contacts, Important Websites/Passwords, Credit/Debit Cards, etc.
Secure, password protected and encrypted online vault.
Can YOUR Clients Pass The Test?
We've developed a handy Checklist for your use that’s been designed to gauge your client’sorganizational level
Differentiate Yourself From Your Competitors
We can help YOU create value and additional trust in your relationships with your clients and prospects
ICEbox™ can aid in the start of those “courageous conversations” that you have with your prospects and clients
Act in the role of a true advocate in your client’s life
A Shift in Client Relationship Management
What’s In It For You? Monetize your practice.
Money Concept’s logo and key collateral will be added to the supply of ICEbox™ kits. You can then choose to enhance your existing process or give to your clients.
A branded advertising or direct mail piece introducing ICEbox™ to your clients. This piece will define the unique value that ICEbox™ creates and its role in your continued efforts to provide the highest level of service to your clients.
ICEbox™ will host Lunch and Learns or seminars for your clients.
No we don’t mean a refrigerator or freezer!
I.C.E. means In Case of Emergency
ICEbox™ was created to provide clarity for families in the event of a medical emergency, death or natural disaster
When a life altering event occurs, there’s no time to hunt for important paperwork
It gives users the power to inform doctors about family members’ medications, provides important phone numbers and contacts, and lets the user access valuable documents when they need them
It is a complete organizational system designed to provide peace of mind when it’s needed the most
For More InformationCraig A. Sutherland
Jason A. GaylorChristine Honeygosky
ICEbox Solutions, LLC20 Northwoods Blvd.Columbus, OH 43235
614.802.0242877.888.8118
www.youricebox.com | [email protected]
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