Here are a few questions to consider in determining if IvyLocker® could be useful for you and your clients.
Of the information you’ve helped your clients with, whether its estate planning or will preparation. How many clients have you lost contact with?
Remember, it’s only as good as the paper at the time of creation and whether some form of contact with them has been maintained.
Do you have an electronic copy of the documents?
How well organized the family may be, to quickly locate those documents when the times comes. And should they misplace or lose them or move – will your connection to them be severed?
Does the next of kin of the client know about the services you’ve provided?
Do they have your contact information?
The services you provide families are of unquestionable value. But if you are producing paper with no electronic backup for your files or for the family you may want to reconsider adding this service for your clients.
Last Question: How will you know your client passed away?
If you live in a small community or one where many people do well at keeping track of everyone, or even perhaps all of your clients live on the same side of town as your office; the obituary may be in the local newspaper or someone you know may contact you. But what happens if your client moves out of state?
IvyLocker® notifications services can also notify you upon the passing of a client.
Imagine, staying up to date and notified, placing you in a better position to service your client’s family.
Your client when using IvyLocker’s Legal Locker can store their last will and testament, health care directives, trust documents, marriage license, and other misc. legal documents along with attorney contact information.
That’s handling business smartly and efficiently!
For even more information on how this service can enhance your business, simply contact us at partnerreq@ivylocker.com.
With Ivylocker’s Broker and Dealer Program you can add a revenue stream to your existing portfolio by introducing the IvyLocker® to your existing and new customer base.
IvyLocker® service provides pre-planning options for every family with custom digital encrypted storage for the express purpose of being prepared for the execution of benefits.
Benefits to any Insurance provider you present:
Automated information for initiation of a claim in paying death benefits can improve the insurance provider’s operational costs and reduce their processing costs.
Provides higher customer satisfaction ratings
May introduce higher sales by way of advertising, adding value for families.
Benefits to any company:
Takes benefits to a new level
Helps to reduce identity theft – indirect issues of any employer
Group pricing – great discounts for employee
Improves employee satisfaction
Improve employee retention
Benefits to you as a Broker/Dealer:
Helps diversify your portfolio of service offerings
Increase sales with a broader audience
Build a great residual income base, while providing a valuable service offering
There is NO cost to you in signing up. Click HERE to join as an affiliate. This valuable service is needed in every adult’s life and you can help them, just by telling them about it.
Simply share with others on the merits of this service:
Store your information in one place, provides a great backup for documents.
Optional account notification services will automatically notify as many accounts as possible, including life insurance companies, pension providers, credit card companies, and others.
Families will never have to worry whether they found all their policy documents or that they may be robbed of receiving valuable death benefits once they entered everything into their IvyLocker® suite.
Do you provide services to enhance your client’s lives and their portfolio through high levels of financial planning and thoroughness in details?
As a Certified Financial Planner are you well equipped to stay connected with all of your clients?
Do you capture and utilize a system of record of ecapture for managing your client’s data? And is this mechanism secure and encrypted?
Do you feel your services would be of value to the family, should your client pass?
IvyLocker® service provides pre-planning options for every family with custom digital encrypted storage for the express purpose of being prepared for the execution of benefits.
With IvyLocker’s Affiliate Program, as Certified Financial Planner Program you can add a revenue stream to your existing portfolio by introducing IvyLocker® to your existing and new customer base. Additionally, you may choose to benefit from IvyLocker’s Notification Services by having your client identify you in their legal locker for contact you after their death has been verified.
Benefits to you as a Certified Financial Planner:
Helps diversify your portfolio of service offerings
Increase sales through affiliation and with a broader audience
Build a great residual income base, while providing a valuable service offering
Your contact information could be added as the subscriber’s accountant in the Legal Locker and be eligible for notification, no matter if you’ve lost contact with your client. Based on your services to your client, this will assist you in sending condolences or following up for services the family may need.
There is NO cost to you in signing up. Click HERE to join as an Affiliate. This valuable service is needed in every adult’s life and you can help them, by telling them about it. Simply share your affiliate id with them to use when they request a quote.
