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!
The Ultimate Relationship-Building Gift: 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:
Emergency Contacts
Medications and Supplements
Health Insurance
Health Information and History
Living Will/Advance Directive
Medical Power of Attorney
Durable/Springing Power of Attorney
Bank Accounts
Investments
Retirement Accounts
Safe Deposit Box
Credit Cards
Mortgages and Loans
Important Financial Contacts
Personal Insurance
Property Insurance
Will and Estate Plan
Funeral Arrangements
Other Important Information
Identification
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.
Mark Thompson (verified owner) –
Thierry Sommer (verified owner) –
Brian K. (verified owner) –
Really like the organization. My older clients like the paper files and feel better knowing everything is clear & in one place
Joseph Georges (verified owner) –
Looks like it is well put together. I am having a client look at it right now. I have not talked to him about how he is doing on it or if he has used the ICE key or not. Will probably check with him this week or early next week. I can’t work with them because of the virus, but I am trying to work with them other ways.
The one thing that I would review is all of the hanging folders. It seems like a lot of stuff that could be avoided. What if you make this material applicable for a notebook that had the reps brokerage and reps name on it. Then you supply the pages that separate the different areas. It would be cheaper for you to produce and cheaper for the reps. The rep could insert his business card in the notebook. I like what you have but this would make it more manageable for the client I think.
If there ever is another time when we can go to another show and get a booth these would be great to get client interest. I agree that the way to a client is not through the cookie cutter portfolios, etc.
My question would be how would you handle a show and use your product but do it so you could schedule a meeting with them. I was thinking of using the ICE key as gift during the show and need some way to tie the gift to a meeting with the client. Just wondering what your thoughts would be on this.
Ernest Mathis (verified owner) –
Anonymous (verified owner) –
Great as always!
Joyce Cole (verified owner) –
My bosses & the clients love them! We have been using this kit for years. It covers every area that they need.
Scott Overstreet (verified owner) –
Anonymous (verified owner) –
Anonymous (verified owner) –
They are just right for our client needs and services.
david Bradley (verified owner) –
A great product for every household!
Ernest Mathis (verified owner) –
I have given 60 of my top 100 clients the Safe Haven kit along with the Sentry Model 1170 fireproof safe. It has been one of the best investments I have ever made in my clients and in my practice. Our referrals and new assets have increased dramatically since we started this process at the beginning of 2021. We have 40 more clients to go and I can’t wait to present each of them with the Safe Haven kits and the safe.
Ricky Williams (verified owner) –
Kort M. (verified owner) –
Brian Plyler (verified owner) –
This is a very good value add for my firm!