For a custom order, please contact Karen.

 

CLIENT EDUCATION TOOLS

Care 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.


Amount:




Critical Illness/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!


Amount:




Long Term Care 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.


Amount:




The 10-Step Long Term Care Planner NEW

The thought of planning for the unknown or unexpected in our lives can be both frightening and overwhelming…but planning for the possibility of needing long term care needs to be done, for no other reason than achieving peace of mind as you age.[read more=”Read More…” less=”Read less”]The 10-Step Long Term care Planner helps you do just that; it’s a straight forward tool that presents 10 necessary questions you need to ask yourself about your own future care/well-being, or that of another. It keeps all the resulting information in one place, to enable the user to age with independence, dignity and control.
For a custom quote please contact Karen.[/read]


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ADVISORWISE MARKETING PROGRAMS

AdvisorWise™ Care Planning Program

(a) PROFESSIONAL ADVISOR TOOL KIT

Campaign Workbook The LTC Campaign Workbook is your main planning tool. Use it to plan your own long term care education and build your resource centre. Then follow the steps to create both your personal action plan and an effective marketing campaign so you are able to talk about long term care planning with clients in a clear, concise and effective manner.[read more=”Read More…” less=”Read less”] These steps will result in your ability to create an effective long term care strategy for each client.

(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![/read]


Amount:




Silver Seminar Program

Includes the strategy and tools for you to conduct your own seminar marketing campaign.[read more=”Read More…” less=”Read less”]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)*
  • LTC Guidebook ‘A Practical Planning Guide for Canadians’ with LTC Resource CD (50)

*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-
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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=”Read More…” less=”Read less”]

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)*
  • LTC Guidebook ‘A Practical Planning Guide for Canadians’ with LTC Resource CD (50)

*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.
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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=”Read More…” less=”Read less”]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. LTC Guidebook ‘A Practical Planning Guide for Canadians’ with LTC Resource CD (50)
  3. 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.
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