interactive case studies - cifps€¦ · case study format watch short video to setup case...

23
Interactive Case Studies Are your clients ready for whatever life brings? Mike Steele, CFP, CLU, CHFC Senior Consultant, Financial Planning

Upload: others

Post on 14-Jun-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

Interactive Case StudiesAre your clients ready for whatever life brings?

Mike Steele, CFP, CLU, CHFC

Senior Consultant, Financial Planning

Page 2: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

Agenda

Welcome & Introductions Who am I? Who are you? (poll)

Case study format

Five case studies

Conclusion

2

Page 3: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

Poll setup and testing

Two options for responding to polls Respond at PollEv.com/mikesteele677 Text MIKESTEELE677 to 37607 once to join

Respond to first poll: Where do you live?

3

Page 4: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

Poll question #2

How would you describe your practice? Fee only? Commissions only? Combination?

4

Page 5: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

Poll question #3

Which products / services do you recommend? Cashflow / debt management solutions Retirement savings (RRSP, RPP, etc.) Education savings (RESP, etc.) Risk management (life, critical illness, disability insurance) Long-term care (insurance, etc.) Estate planning (life insurance, trusts, etc.) Other?

5

Page 6: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

Case study format

Watch short video to setup case situation

Each video has three alternate endings; we’ll investigate one

Use NaviPlan (my software of choice) to illustrate problem

Suggest solutions (poll audience for input)

Illustrate one solution (mine)

6

Page 7: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Talk

Adopting a child Caring for an aging parent

Child entering post-secondary education

7

Page 8: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Talk – adopting a child

Young couple, age 30

International adoption

Childcare – stay at home vs. paid childcare

Saving for education

8

Show NaviPlan case details

Page 9: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Talk – audience poll

What would you recommend?

Free form poll.

9

Show NaviPlan solution

Page 10: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Door

Going back to school New home

Dream vacation

10

Page 11: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Door – Going back to school

Middle age (44)

Funding education costs plus loss of income

11

Show NaviPlan case details

Page 12: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Door – audience poll

What would you recommend?

Free form poll.

12

Show NaviPlan solution

Page 13: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Ride

Post-secondary education

Caring for an aging parent Daycare / pre-school

13

Page 14: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Ride – caring for aging parents

Cost of assisted living / long term care

Who pays?

How to fund?

14

Show NaviPlan case details

Page 15: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Ride – audience poll

What would you recommend?

Free form poll.

15

Show NaviPlan solution

Page 16: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Meeting

Big promotion

Starting a new business

Early retirement

16

Page 17: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Meeting – early retirement

Age 55

Unexpected early retirement

What are his options?

Has he saved enough?

17

Show NaviPlan case details

Page 18: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Meeting – audience poll

What would you recommend?

Free form poll.

18

Show NaviPlan solution

Page 19: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Call

Unexpected death New job

Twins

19

Page 20: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Call – unexpected death

Risk management – survivor income

20

Show NaviPlan case details

Page 21: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

The Call – audience poll

What would you recommend?

Free form poll.

21

Show NaviPlan solution

Page 22: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

Closing poll - feedback

On a scale of 1 to 5, how would you rate this session?

22

Page 23: Interactive Case Studies - CIFPs€¦ · Case study format Watch short video to setup case situation Each video has three alternate endings; we’ll investigate one Use NaviPlan (my

We operate as John Hancock in the United States and Manulife in other parts of the world.

Thank you