ICE stands for In Case of Emergency and is a holistic organizational tool to help people get their important documents organized, safe and secure.
When a life altering event occurs, it’s extremely important to be able to have quick access to your valuable documents. That’s where the organizational abilities of ICEbox™ can help. There are many pieces of the ICEbox™ organizational puzzle. There is a physical box with color-coded and labeled files; f but the real value of ICEbox™ is with the personalized and secure online vault.
As you know, buying a home is most definitely considered to be a “Life altering event”. I’m working with a few real estate agents in central Ohio who are looking for a unique way to create value for their customers and to differentiate themselves from the competition. One way to achieve this would be through teaming up with ICEbox™.
2. Do you think you've organized your
important documents and can
access them quickly?
How would you define your style of
organization?
3.
4. The “Organized one”
Usernames and
passwords for websites
your family uses.
Do you know the due
date for your home mortgage and/or car
payment?
5. “The Tourist”
Blissfullly unaware and
enjoying the scenery.
If you’re the tourist….how quickly could you
become the organized one?
6. Do you know what medications your spouse
takes?
Do you know who to call in an emergency?
Can you answer key medical history
questions if your spouse can’t?
Do you have a Durable Power of Attorney
for Health Care AND a Living Will?
Would you be able to find valuable
documents when the rest of your world is
spiraling out of control?
7.
8. I.C.E. means In Case of Emergency.
ICEbox was created in an effort to
provide greater clarity and peace of
mind for individuals and families in the
event that a life altering event occurs.
9. Physical box with 5 sets of color-coded
hanging folders for your important papers.
Health
Estate
Insurance
Banking & Investments
Other Important
Documents
10. Personal and family medical
history
Living Will
Durable Power of Attorney for
Health Care
Do Not Resuscitate Order
Emergency Contact List
11. Don’t forget your minor children!
List all medical procedures and surgeries.
Be sure to include their Immunization Records.
List all prescription medications.
Be sure to include dosage and frequency
Very important to keep this list current
12. Will
Letter of instruction
Estate Plan
Power of Attorney
13. List of bank accounts –
savings, checking, money-market
Individual Retirement accounts
401(k) accounts
Pension documents
Annuity contracts
Stock certificates, savings bonds and
brokerage accounts
List of safe-deposit boxes
List of all user names and passwords
15. Housing, land and cemetery deed information
Escrow mortgage accounts
List of loans made and debts owed
Vehicle titles
Partnership and corporate operating agreements
Tax returns
List of safe-deposit boxes
List of all user names and passwords
17. Upload your important documents to your
personal ICEbox™ online vault.
Encrypted and password protected
Accessible worldwide 24/7
Mobile apps available
Safe and Secure
FINRA, SEC, HIPAA, and Safe Harbor
Compliant
18. Each client receives
personalized service to
assist in getting organized
and staying up-to-date.
ICEbox™ Representative
builds relationship with
clients and plays an
advocacy role.
19. We've developed a handy
Checklist designed to
gauge a person's
organizational level.
20. We can help YOU create value and additional trust in your relationships
with your clients and prospects.
We are advocates and are here to help your clients to get and stay
organized.
We have the tools and have designed an easy-us-use kit for your clients to
use.
Includes all folders, forms and, thumb drive, etc.
We have an online Client Vault.
Save these documents digitally
Safe, secure and accessible 24/7
21. Reciprocal referrals.
Speaking and educational opportunities.
Expanded communication opportunities through
our social media, blog and networks.
22. Contact
Christine Honeygosky
20 Northwoods Boulevard
Columbus, OH 43235
614.802.0242
www.youricebox.com
info@youricebox.com
“Like” our page on Facebook
Join the ICEbox LinkedIN Group
Notes de l'éditeur
Introductions and thank John Berner for inviting us to speak to the group today. I’ve a few questions, I’d like to pose to you.[next slide]
Mention the two bullet pointsClick picture 1 – Are you a clutter monger?Click picture 2 – Or are you perhaps a tad OCD with a folder for everything?Or do you believe that . . . [click to picture 3][next slide]
[click picture 1] Maxine and her three categories: Won’t do now, won’t do later, will never do. Or perhaps you’re more the Scarlett O’Hara type [click picture 2] and will think about it tomorrow. Or maybe you’ll [click picture 3] draw your sword, turn and fight that dragon![next slide]
[With just “Which one are YOU?” heading showing]That’s all well and good and most of us would agree that we’ve all got a little Maxine, Scarlett and Sir Knight in us. However, it’s been my personal observation that in most relationships there are two kinds of people: [picture and bullets[Next slide]
Emphasize last bullet!![Next slide]
[emphasize heading and each bullet]Let me tell you a story about a friend of mine. His wife has a medical emergency and is rushed to the ER unconscious. The medical team asked hubby key questions:1 - Hospitalizations and surgeries she’s had – his response - ? Not sure2 - Is she on any medication? His response – I think so but I don’t know3 - Does she have a medical power of attorney? His response? YESDocs tell him to go home and get the Medical POA and come back. He breaks all land-speed records in getting home, retrieving the Medical POA and returning to the hospital. And what does he find? His wife’s ex-husband is named in the Medical POA and not him!!That certainly needed to be updated! [Next slide]
[Pause a moment for effect then announce title of this slide]This is what ICEbox is all about.[Next slide]
Key documents in red files should include . . . Let’s take a closer look . . . . [Next slide]
Let’s take a brief look at what goes into purple files.[Next Slide}