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Are you the tourist?

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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™.

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Are you the tourist?

  1. 1. Craig Sutherland Christine Honeygosky August 21, 2013
  2. 2.  Do you think you've organized your important documents and can access them quickly?  How would you define your style of organization?
  3. 3.  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?
  4. 4.  “The Tourist”  Blissfullly unaware and enjoying the scenery.  If you’re the tourist….how quickly could you become the organized one?
  5. 5.  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?
  6. 6.  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.
  7. 7.  Physical box with 5 sets of color-coded hanging folders for your important papers.  Health  Estate  Insurance  Banking & Investments  Other Important Documents
  8. 8.  Personal and family medical history  Living Will  Durable Power of Attorney for Health Care  Do Not Resuscitate Order  Emergency Contact List
  9. 9.  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
  10. 10.  Will  Letter of instruction  Estate Plan  Power of Attorney
  11. 11.  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
  12. 12.  Life insurance policies  Additional Insurance policies
  13. 13.  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
  14. 14. The physical ICEbox™ box is just one piece of the puzzle.
  15. 15. 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
  16. 16.  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.
  17. 17.  We've developed a handy Checklist designed to gauge a person's organizational level.
  18. 18.  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
  19. 19.  Reciprocal referrals.  Speaking and educational opportunities.  Expanded communication opportunities through our social media, blog and networks.
  20. 20. 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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