The Same Page is a unique data gathering system that can significantly enhance your practice on multiple levels. Started as a means for advisors to help clients discuss estate planning settlement with their parents, it has evolved into a multi-use tool of benefit to both your company and your clients.
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The advisor uses an intuitive software program and workbook to gather, consolidate and organize the client’s financial and other important information.
The deliverable product for the client is a
leather portfolio, which holds copies of essential documents, high-quality printouts of the workbook forms, and the client's
DataKey(TM).
The portfolio's author page can be customized with your company's information, so your private branding will be attached to the product. And you can offer an additional service by updating your client's portfolio periodically, as the Same Page software's built-in database will keep your client's records on file.
The
DataKeyTM is an innovative addition to the Same Page System, providing your clients with a valuable service that they wont find anywhere else.
When you present your clients with their portfolio, you will also give them this jump drive, which contains scanned copies of their advance directives, living wills, emergency contact information, and durable power of attorney for their health care. This is more than just an electronic backup of these important documents:
At 64MB, this tiny drive is designed to fit right on the clients key chain. If there is ever an emergency, all of the necessary information will be readily available. Ambulances and police cars have laptop computers installed in their dashboards. There will be no confidential information or documents copied to the DataKey.
The Same Page System Base Package includes:
• The Same Page Advisor Software
• Three 1-Year Renewable Producer Licenses
• Five Copies of The Same Page Portfolio
• Ten DataKeys™
• Four Quarterly Training Conference Calls
• Free phone and email support
• Free on-line training - both live and recorded
• Option to renew for upgrades in the software at $500