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Similar to Life Card Plus How To Generate New Leads And Revenue Streams In ANY Market Environment
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Life Card Plus How To Generate New Leads And Revenue Streams In ANY Market Environment
- 1. How to Generate New Leads And Revenue Streams In ANY Market Environment An Overview Of The LifeCard Plus Lead Generation Marketing Strategy
- 2. Disclosure Neither Philip M. Goldfeld, nor any accountancy, broker/dealer or law firm, with which he may be associated, is providing tax, planning nor legal advice as to the matters discussed herein. The opinions expressed by Mr. Goldfeld are solely his and do not necessarily reflect those of any accountancy, broker/dealer or law firm with which he may be associated. The discussion herein is general in nature and is provided for informational and educational purposes only. There is no guarantee as to its accuracy or completeness. It is not intended and may not be regarded as tax, planning or legal advice, and individuals may not rely upon it. Individuals should consult their own tax, planning and legal counsel as to matters discussed herein and before entering into any contract, investment, and estate planning and/or trust arrangement. Information and data in this presentation were obtained from sources considered reliable. Their accuracy or completeness is not guaranteed and the giving of the same is not to be deemed a solicitation on accountancy, broker/dealer or law firm’s part. The opinions are not intended or written to be used, and it may not be used, for the purposes of avoiding any penalty that may be imposed by any local, state or federal agencies. Furthermore, the opinions are not written to support the promotions or marketing of the transactions or matters addressed and, based on the particular circumstances, you should seek advice from an independent tax, planning or legal advisor. Copyright LifeCard Plus ™ 2010. All rights reserved. Printed by permission.
- 3. Have You Relentlessly Searched For New Prospects And Revenue Streams?
- 4. Are You Ready To Build Your Business?
- 6. INSP Solutions For Clientele
- 7. Conned By The Bull Bullied By The Bear
- 10. Every Second Is Precious
- 12. Anywhere In The World
- 13. Most Choices Are A Gamble
- 16. Trust Control & Protection
- 18. Ready Within 3-5 Days
- 22. Save Time & Money
- 23. Access Anywhere
- 24. Redefine People’s Fiscal Success
- 25. Identify Roles & Responsibilities Copyright LifeCard Plus™ 2010. All rights reserved. Printed by permission. ADAPT A TRANSPARENT PROCESS Implement Agreed Upon Action Steps Take Action And Engage Fiscal Plan Provide Access to the Selected Suitable Strategies And Solutions Set Fiscal Objectives, Requirements And Desires Then Be Decisive And Proactive Recommend Suitable Choices For Fiscal Objectives, Requirements And Desires Be Crystal Clear About Fiscal Objectives, Requirements And Desires Timelines Utilize Suitable Strategies And Solutions For Fiscal Objectives And Requirements Be Realistic About Fiscal Objectives, Requirements And Desires Acquire Current Knowledge Of Lifestyle Situation; Circumstances Or Changes Disclose Actual And Anticipated Lifestyle Situation; Circumstances Or Changes Conduct Accurate Analysis Of All Quantitative And Qualitative Information Define Fiscal Objectives, Requirements And Desires For Success Range Make Astute Observations Provide Quantitative-Qualitative Facts Apply Logical Methodology Understand The LifeCard Plus Process Empower Clientele Through Enhanced Emergency And End Of Life Preparedness Identify Fiscal Objectives, Requirements And Desires Registered Representative Client
- 26. Create A “YES” Answer Mentality
- 28. Physician & Allied Health Channels Of Distribution
- 30. No Hidden Fees Or Charges
- 33. Live In Less Than Five Minutes
- 34. Generate New Leads And Revenue Streams; Build Your Business Today
- 35. Enroll Now
- 36. Always Remember
- 37. How to Generate New Leads And Revenue Streams In ANY Market Environment An Overview Of The LifeCard Plus Lead Generation Marketing Strategy
- 38. Start Generating New Leads And Revenue Streams Today! Call (800) 530-2931 Or by Means Of E-Mail [email_address] Copyright LifeCard Plus ™ 2010. All rights reserved. Printed by permission.
Editor's Notes
- LifeCard Plus; How to generate new leads and revenue streams in any market environment. An overview of the LifeCard Plus lead generation marketing strategy.
- Disclosure - Neither Philip M. Goldfeld, nor any accountancy, broker/dealer or law firm, with which he may be associated, is providing tax, planning nor legal advice as to the matters discussed herein. The opinions expressed by Mr. Goldfeld are solely his and do not necessarily reflect those of any accountancy, broker/dealer or law firm with which he may be associated. The discussion herein is general in nature and is provided for informational and educational purposes only. There is no guarantee as to its accuracy or completeness. It is not intended and may not be regarded as tax, planning or legal advice, and individuals may not rely upon it. Individuals should consult their own tax, planning and legal counsel as to matters discussed herein and before entering into any contract, investment, and estate planning and/or trust arrangement. Information and data in this presentation were obtained from sources considered reliable. Their accuracy or completeness is not guaranteed and the giving of the same is not to be deemed a solicitation on accountancy, broker/dealer or law firm’s part. The opinions are not intended or written to be used, and it may not be used, for the purposes of avoiding any penalty that may be imposed by any local, state or federal agencies. Furthermore, the opinions are not written to support the promotions or marketing of the transactions or matters addressed and, based on the particular circumstances, you should seek advice from an independent tax, planning or legal advisor. Copyright LifeCard Plus™ 2010. All rights reserved. Printed by permission.
- Have you relentlessly searched for new prospects and revenue streams?
- Are you ready to build your business? LifeCard Plus is here to make that happen with you through our unique lead generation and marketing strategy that establishes, cultivates and strengthens relationships.
- LifeCard Plus offers the public what they need but few have; a cost-effective nationally accepted lawful protection for emergency medical situations.
- LifeCard Plus operates within the innovative open architecture of an INSP or interdisciplinary network service platform or that empowers advisors with complete solutions for clientele.
- Don’t be conned by the bull or bullied by the bear; LifeCard Plus can generate leads and revenues in any market environment!
- Earn 25-36% commissions with services and products that everyone needs but few have that: attract new prospects convert prospects to new clients expand existing consumer base and spheres of influence generate initial and monthly revenues in ANY market environment * establish, cultivate and strengthen relationships with clients, their beneficiaries and their contacts
- A medical emergency can happen to anyone at anytime. Are all your clients prepared? What type of medical treatment do they or don’t they want? Who will make their health care decisions?
- During an emergency every second is precious. While valuable time is spent trying to locate a patient’s family or medical records, his or her condition may deteriorate significantly, with a severe situation turning into a critical condition.
- Having access to a family member’s individual health care directives and medical records enables emergency personnel to make life saving decisions more effectively.
- With LifeCard Plus, emergency personnel have access to the legal record of each individual family member’s health care directives from anywhere in the world.
- The game of life is unpredictable and most choices are a gamble. When facilitating the deliberation of important decisions about a family’s lives and their money, nothing should be left to chance.
- LifeCard Plus has been formulated for national lawful acceptance to safeguard health care directives and protects individuals and their loved ones with a health care document set that includes: Durable Power of Attorney for Health Care, Durable Agent Notices, Advance Medical Directives, Living Will, and HIPAA Statement. This core product and service is based on statutes enacted by elected and/or appointed officials and individuals for the common good and are legislative in nature.
- LifeCard Plus membership with possession protection is still statutory in nature and adds a Durable Power of Attorney for Assets and Stand Alone Will.
- LifeCard Plus Trust Control and Protection membership; this core product and service is based on contractual law which is an exchange of promises between two or more parties to do, or refrain from doing, an act which is enforceable in a court of law. This contractual legal protection membership adds a Revocable Living Trust and replaces the Stand Alone Will with a Pour Over Will. A Medicaid Qualifying Sub-Trust can be added for additional family protection.
- LifeCard Plus knows that you have worked hard to differentiate yourself and establish, cultivate and strengthen relationships with your clientele and within your community. Now, you don’t have to expose or sacrifice relationships in order to give your clientele access to high quality services. The resources available to you through LifeCard Plus will cultivate and strengthen the relationships you have with your clientele as well as establish new ones. You are the key contact between your clients and trust services. As your clients’ relationship manager, you stay involved and consult with your client to help ensure the strategies recommended meets your clients’ fiscal responsibilities, objectives, requirements and desires. LifeCard Plus works hard to assist you in building your business to ensure your success with a collaborative team approach including training and marketing support.
- Family member’s health care document sets are generated using the personal information they submit to our secure server and becomes available within 3-5 business days online in the confidential Client Center.
- The LifeCard Plus encrypted, password-protected E-Vault Repository provides convenient online access to record, upload, administer and safeguard current members' medical and veterinary records, estate planning, financial, tax, insurance, legal, funeral arrangement and other important documents.
- Current LifeCard Plus members may request unlimited modifications to any purchased LifeCard Plus documents through our online Change Request Protocol feature in the members’ only Client Center.
- With the stroke of a computer key, referencing the LifeCard Plus URL information and Client ID number on the LifeCard Plus membership card, authorized medical personnel can immediately access a current member's health care document set and uploaded medical information through the LifeCard Plus Physician Login portal.
- LifeCard Plus membership is designed to save everyone time and money, enhance the quality of their life, benefit their loved ones and even, in certain emergency cases, could help save their life.
- Login anywhere you have access to the internet: home, office, while traveling or on vacation from any laptop or smart phone. Access to data within our platform is always securely available and controlled by well-defined user roles and access levels. Authorized users each have specific permissions for accessing data. Total separation of data is maintained for each practice and client providing absolute privacy and confidentiality.
- In redefining people’s fiscal objectives and requirements for success; it is the opinion of LifeCard Plus that a rich or wealthy individual is not one who has the most, but rather one who sets realistic objectives and requires the least. People should not lose their health in order to increase their wealth. Individuals should not have to spend down their accumulated wealth to restore and/or maintain their health and mental well-being.
- To establish, cultivate and strengthen any type of relationship it is essential to identify the roles and responsibilities of all parties involved. LifeCard Plus’s examination of any family’s overall risks and financial snap shot is a transparent process in which clientele can demonstrate their thoughtfulness for themselves and their loved ones with a deliberate act of kindness that will immediately impact their present lives, their future and their legacies. Any advisor that differentiates and avails themselves of this unique lead generation and marketing strategy will establish, cultivate and strengthen relationships effortlessly.
- By providing a total solution we create a “YES” answer mentality for core services and products you purvey with these basic LifeCard Plus questions. Do you want: * to safeguard your health care directives? * your medical information accessible in an emergency? * to protect your possessions and assets? * all your risks effectively managed? * to maximize tax benefits? * to enhance your end of life preparedness? * to provide for bequests with security, flexibility and affordability? * unlimited modifications to your purchased document sets? * encrypted digital storage for your vital documents? * up to a 50% discount of estate settlement fees? * a complimentary and confidential analysis to formulate a suitable, customized and actionable plan for the achievement your fiscal responsibilities, objectives, requirements and desires?
- In employee benefit plans LifeCard Plus might help a firm meet legal obligations, mitigate costs or otherwise reduce risks and liabilities because of: * Increased employee focus * Increased employee retention * Increased employee productivity * Further enhance corporate image * Increased employee peace of mind * Reduced employee mishaps at work * Reduced employee absence from work * Reduced employee distractions at work * Enhanced employee emergency and end of life preparedness
- The public seeks out physicians and allied health professionals to deliberate important life decisions. LifeCard Plus can create new revenue streams for physicians and allied health professionals in conjunction with your practice while benefitting their patients. Moreover, when physicians and allied health professionals become a channel of distribution, their patients receive a free Patient Health Record (PHR) module that provides physician charted information which is part of your free LifeCard Plus Electronic Medical Records (EMR) platform from Practice Fusion that is guaranteed to be United States Department of Health and Human Services (HHS) certified for medical professionals who want to qualify for 2011 HITECH payments which range from forty-four to sixty-five thousand dollars over five years per seat.
- LifeCard Plus can be implemented as a fundraising activity for non-profit organizations to raise funds with a product that: * everyone needs, but few have * earns initial AND monthly ongoing revenues * builds stronger relationships with supporters *demonstrates concern for supporters Annual revenue for non-profit organizations from the promotion of LifeCard Plus membership enrollment can be generated by means of taxable activity not related to the main function of the entity or conveyed by donation from their promotion of LifeCard Plus to supporters.
- There are no hidden charges, consultant fees, software costs or support subscriptions. Licensing, secure hosting, training and support are all included. Your clients always retain ownership of their data and may export this data at any time.
- Obtain a new balance between the amount of time you spend in lead generation, the money you spend for those leads and the quality of the leads you obtain. With LifeCard Plus’s unique lead generation and marketing strategy any advisor’s practice can grow effortlessly and automatically. There are no restrictions on the number of clients, records or users for any advisor.
- Unlimited support is always at your service. E-mail or call our United States based team as often as you’d like. We’re always available to answer any question and to help advisors get the most out of utilizing the LifeCard Plus interdisciplinary network service platform.
- Don’t wait! Take the time to enroll yourself and/or organization now. Our ‘Live In Less Than Five Minutes’ element enables everyone to be up and running in under five minutes. There are no risks; we will assign you a unique associate number to get started today!
- Generate new leads and revenues; build a new success for your business today and embrace prosperity with LifeCard Plus’s unique lead generation and marketing strategy that establishes, cultivates and strengthens client relationships.
- Enroll now! There are three easy ways to join, online at LifeCard Plus dot com, call LifeCard Plus at (800) 530-2931 or by means of e-mail to ING at LifeCard Plus dot com. ( Pass out enrollment forms or e-mail same )
- As financial services professionals we must always endeavor to remember and help the public fully understand that regardless of education, certification, licensing or authority no advisor or methodology can accurately predict anyone’s exact level of monetary accumulation, cash flow or fiscal success their efforts, strategies or assets may generate. Additionally, all information collected by us is in accordance with Federal and State Regulations and Laws relative to the necessity that every client and their account[s] be kept current, accurate and complete to ensure that each order accepted or recommendation made for any account of a client is suitable for the client and in keeping with the client's current fiscal objectives, requirements, desires, and risk tolerance.
- LifeCard Plus; How to generate new leads and revenue streams in any market environment. An overview of the LifeCard Plus lead generation marketing strategy.
- LifeCard Plus; How to generate new leads and revenue streams in any market environment. An overview of the LifeCard Plus lead generation marketing strategy.