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Craig Sutherland
Christine Honeygosky
August 21, 2013
 Do you think you've organized your
important documents and can
access them quickly?
 How would you define your style of
organization?
 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?
 “The Tourist”
 Blissfullly unaware and
enjoying the scenery.
 If you’re the tourist….how quickly could you
become the organized one?
 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?
 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.
 Physical box with 5 sets of color-coded
hanging folders for your important papers.
 Health
 Estate
 Insurance
 Banking & Investments
 Other Important
Documents
 Personal and family medical
history
 Living Will
 Durable Power of Attorney for
Health Care
 Do Not Resuscitate Order
 Emergency Contact List
 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
 Will
 Letter of instruction
 Estate Plan
 Power of Attorney
 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
 Life insurance policies
 Additional Insurance policies
 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
The physical ICEbox™ box is
just one piece of the puzzle.
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
 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.
 We've developed a handy
Checklist designed to
gauge a person's
organizational level.
 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
 Reciprocal referrals.
 Speaking and educational opportunities.
 Expanded communication opportunities through
our social media, blog and networks.
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

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Are you the tourist?

  • 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
  • 14.  Life insurance policies  Additional Insurance policies
  • 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
  • 16. The physical ICEbox™ box is just one piece of the puzzle.
  • 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

  1. 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]
  2. 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]
  3. [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]
  4. [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]
  5. Emphasize last bullet!![Next slide]
  6. [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]
  7. [Pause a moment for effect then announce title of this slide]This is what ICEbox is all about.[Next slide]
  8. Key documents in red files should include . . . Let’s take a closer look . . . . [Next slide]
  9. Let’s take a brief look at what goes into purple files.[Next Slide}
  10. And green files . . . .
  11. And yellow files . . .
  12. [Items that would go into the blue files]
  13. Yellow files -
  14. Yellow files -