If something were to happen to your clients, would their family know where to find their important documents? Millions of Americans have failed to prepare their financial and medical documents.
But you can help!
5-9 Items @ $42.50
10+ items @ $40.00
The Ultimate Relationship-Building Gift
If something were to happen to your clients, would their family know where to find their important documents? Do they have their Living Will, Durable Power of Attorney, and a list of their prescription medications? Millions of Americans have failed to prepare their financial and medical documents.
But you can help!
As part of a comprehensive wealth management program, you help your clients organize their documents and get their financial house in order.
The SafeHaven Kit comes with:
- 25 pre-labeled hanging file folders organized by categories
- 2 un-labeled folders for your clients’ special needs
- 23 comprehensive forms to capture medical, financial, and personal information
- 5 pages of instructions for financial professionals
- 5 pages of instructions for the end-user
- 2 review checklists to track your progress
- note: does not include the fireproof safe
The 25 folders are labeled with the following categories:
Medications and Supplements
Health Information and History
Living Will/Advance Directive
Medical Power of Attorney
Durable/Springing Power of Attorney
Safe Deposit Box
Mortgages and Loans
Important Financial Contacts
Will and Estate Plan
Other Important Information
Property and Titles
Important Tax Documents
Online Accounts and Passwords
Memberships and Subscriptions
Other Important Documents
+ 2 Blank Folders
NOTE: The SafeHaven Kit does not include a fireproof safe. We suggest you choose a reasonably priced portable safe that accommodates file folders. For instance, the SentrySafe Model 1170 is available from Amazon and many other retailers.
|Dimensions||13.75 × 10.25 × 3.75 in|