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CR4-672 In Five Minutes or Less, Would Your Clients be Ready for Anything?

Course Description
Do you - and your clients - have at your fingertips all the medical, financial, and personal information needed should anything happen to you or your loved ones? If your client’s child was involved in an accident, would they know whom to call to notify employers, medical insurance companies, school authorities, or other family members of this emergency? Does you know your spouse or partner’s detailed health history and current list of medications to share with the medical staff? If your client was hospitalized for an extended period of time, would your client’s partner know how to pay the bills, to keep the household running, to make sure the children get to school and outside activities? Dire scenarios, yes. But unfortunately these situations happen all the time. Perhaps you and your family have experienced such an event. If so, think back to that time. What could you have done to lessen the stress and pressure of that emergency? What information or documents did you need? Did you have quick access to these documents? Join me in discussing a step-by-step system I have designed to help you – and help your clients - develop, revise, and put into one place all the most important documents of your lives.

Learning Objectives

  1. Deepen and expand your client relationships. The personal information contained in the folder will need to be updated at least annually, providing organizers additional time in front of clients.
  2. Identify important planning and other documents your clients need or need to update.
  3. Provide your clients peace of mind by having all their most important documents ready, updated, and ready for any emergency.
Instructor: Laurie Teal
Total Time: 124 minutes 
Conference Year: 2018

Code Words 
Please be sure to listen for and record the code words given during the presentation. The instructor will explicitly verbalize code words periodically throughout the class (i.e. "The first code word is...") Note: Not all instructors give code words. If you do not hear any, please indicate "none given" on the course evaluation.