are you the tourist?
DESCRIPTION
ICE stands for In Case of Emergency and is a holistic organizational tool to help people get their important documents organized, safe and secure. When a life altering event occurs, it’s extremely important to be able to have quick access to your valuable documents. That’s where the organizational abilities of ICEbox™ can help. There are many pieces of the ICEbox™ organizational puzzle. There is a physical box with color-coded and labeled files; f but the real value of ICEbox™ is with the personalized and secure online vault. As you know, buying a home is most definitely considered to be a “Life altering event”. I’m working with a few real estate agents in central Ohio who are looking for a unique way to create value for their customers and to differentiate themselves from the competition. One way to achieve this would be through teaming up with ICEbox™.TRANSCRIPT
Craig SutherlandChristine Honeygosky
August 21, 2013
ARE YOU THE TOURIST?
How organized are YOU? Do you think you've organized
your important documents and can access them quickly?
How would you define your style of organization?
Are you like . . .
Which one are YOU? The “Organized one” Usernames and
passwords for websites your family uses.
Do you know the due date for your home mortgage and/or car payment?
Which one are YOU?
“The Tourist” Blissfullly unaware and enjoying the scenery.
If you’re the tourist….how quickly could you become the organized one?
Everything becomes of secondary concern when a life altering event 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 Durable Power of Attorney for Health Care AND a Living Will?
Would you be able to find valuable documents when the rest of your world is spiraling out of control?
Are your clients prepared…..when “Life” happens?
No we don’t mean a refrigerator or freezer!
I.C.E. means In Case of Emergency.
ICEbox was created in an effort to provide greater clarity and peace of mind for individuals and families in the event that a life altering event occurs.
Designed to hold key information and documents
Physical box with 5 sets of color-coded hanging folders for your important papers.
Health Estate Insurance Banking & Investments Other Important
Documents
Health
Personal and family medical history
Living Will Durable Power of Attorney
for Health Care Do Not Resuscitate Order Emergency Contact List
Family Medical History Don’t forget your minor children! List all medical procedures and surgeries. Be sure to include their Immunization Records. List all prescription medications.
Be sure to include dosage and frequency Very important to keep this list current
Estate Will Letter of instruction Estate Plan Power of Attorney
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 List of all user names and passwords
Insurance Life insurance policies Additional Insurance
policies
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 safe-deposit boxes List of all user names and passwords
Many pieces to this organizational puzzle
The physical ICEbox™ box is just one piece of the puzzle.
Online Client Vault
Upload your important documents to your personal ICEbox™ online vault.
Encrypted and password protected
Accessible worldwide 24/7 Mobile apps available Safe and Secure
FINRA, SEC, HIPAA, and Safe Harbor Compliant
Like you, we are a resource
Each client receives personalized service to assist in getting organized and staying up-to-date.
ICEbox™ Representative builds relationship with clients and plays an advocacy role.
Can YOU pass the test? We've developed a handy
Checklist designed to gauge a person's organizational level.
We can help YOU help your clients We can help YOU create value and additional trust in your
relationships with your clients and prospects.
We are advocates and are here to help your clients to get and stay organized.
We have the tools and have designed an easy-us-use kit for your clients to use.
Includes all folders, forms and, thumb drive, etc.
We have an online Client Vault. Save these documents digitally Safe, secure and accessible 24/7
Collaboration and Referrals
Reciprocal referrals.
Speaking and educational opportunities.
Expanded communication opportunities through our social media, blog and networks.
For more informationContact
Craig SutherlandChristine Honeygosky
20 Northwoods BoulevardColumbus, OH 43235
614.802.0242
www.youricebox.com
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Join the ICEbox LinkedIN Group