For a custom order, please contact Karen.
CLIENT EDUCATION TOOLS
Care Conversation Pamphlet
Critical Illness/Long Term Care Planner
Long Term Care Guidebook
The 10-Step Long Term Care Planner NEW
For a custom quote please contact Karen.
ADVISORWISE MARKETING PROGRAMS
AdvisorWise™ Care Planning Program
(a) PROFESSIONAL ADVISOR TOOL KIT
(b) CLIENT TOOL KIT
LTC Guidebook
GUIDEBOOK:
The LTC Guidebook is your principal client education tool. In a concise and powerful way, it provides an overview of long term care and why it is essential for all Canadians to plan for their future care. It is also filled with information that is useful to advisors; for example, the rates for facility accommodation across Canada and the prevalence of chronic illness in Canada.
Conversation Pamphlet
It can be difficult for adult children to start asking questions about their parents’ financial situation, or to suggest a change in a parent’s lifestyle. This pamphlet creates a bridge between parents and children to enable a caring, non-confrontational conversation about the need for care planning. It is available for you to print on the Campaign Resource CD.
Critical Illness and Long Term Care Planner
Now in its fifth printing, the Planner is another way to “break the ice” with clients and get the long term care planning conversation under way. It is an ideal added-value gift for clients when they purchase a Living Benefit product!
Silver Seminar Program
Includes:
PRE-SEMINAR TOOLS:- 1 Hour Telephone Consultation with LTC Marketing Expert
- Client Introduction Letter (.doc)*
- Seminar Invitation (.doc)*
- The ‘Care Conversation’ Pamphlet (50)
SEMINAR TOOLS:
- LTC Presentation & Notes (.ppt)*
*Printing not included.
Please note: This seminar cost is based on an audience of 50 clients. See below to order extra print materials if needed.
Gold Seminar Program
Includes components from the Silver Seminar Package plus the opportunity to customize some of the marketing elements with your company name, logo and brand tag line.
Read More...Includes:
PRE-SEMINAR TOOLS:
- 2 – 1 Hour Telephone Consultations with LTC Marketing Expert
- Custom Client Introduction Letter (.doc)*
- Custom Seminar Invitation (.doc)*
- The ‘Care Conversation’ Pamphlet (50)
SEMINAR TOOLS:
- Custom LTC Presentation & Notes (.ppt)*
*Printing not included.
Please note: This seminar cost is based on an audience of 50 clients. See below to order extra print materials if needed.
ProSpeaker Seminar Program
Includes the components from the Platinum Seminar Package plus the customized design and delivery of your seminar by long term care planning expert Karen Henderson.
Read More...
Includes:
PRE-SEMINAR TOOLS:
1. 2 – 1 Hour Telephone Consultations with LTC Marketing Expert
2. Custom Client Introduction Letter (.doc)*
3. Custom Seminar Invitation (.doc)*
4. The ‘Care Conversation’ Pamphlet (50)
SEMINAR TOOLS:
1. Custom LTC Presentation & Notes (.ppt)*
2. Professional Speaking presented by LTC Expert, Karen Henderson
Price: $4,999.99 + TRAVEL, ACCOMMODATION, TAX & SHIPPING. We will contact you regarding the cost of travel and accommodation after placing the order
*Printing not included.