ICEbox™ is the first comprehensive organizational system for an individual’s important documents. The system streamlines the process for storing and accessing important documents needs during a life-altering event. ICEbox™ was created to help both individuals and businesses organize and easily access their most important documents. This is important because many individuals postpone preparation for emergencies.

1. Craig A. Sutherland
Jason A. Gaylor
March 13-14, 2014

2.  Company history
 What is ICEbox™
 What’s In It For Me?
 B to C

3.  As client advocates our role is more than just financial
 Our interaction with prospects and reviews with clients often
combine financial with personal/professional dreams and goals
 What do we give our clients now
 Binder – for all client’s financials only
 What do our clients do with the binder?

4. Creates value for families and businesses by providing
accessibility to critical data across multiple access points.
It is a multi-faceted system to organize all your important
documents with secure and portable tools.
The ICEbox™ System
Comprehensive and unique because it addresses multiple
categories including financial, health, insurance, and estate
planning.
Takes the fear out of preplanning.
Easy-to-use - just follow the instructions.
Will benefit individuals by streamlining a time-consuming
process and provide peace of mind for families when a life-
altering event occurs.

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 Medical Power of Attorney
AND a Living Will?
 Would you be able to find valuable
documents when the rest of your world is
spiraling out of control?

6.  The “Organized One”
Knows usernames and
passwords for websites that the
family uses.
Knows the due dates for key
household bills like:
Mortgage
Car payments
Insurance
Utilities

7.  “The Tourist”
Blissfully unaware and
enjoying the scenery.
 If you’re “The Tourist”, how quickly could you
become “The Organized One”?

9.  Personal and family medical history
 Living Will
 Medical Power of Attorney
 Emergency Contact List

10.  Will
 Estate Plan
 Durable Power of Attorney
 Life Insurance Policies
 Additional Insurance Policies


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

12.  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 all website user names and passwords

13.  4 Snap Secure, 3-ring plastic organizational
binders for Health, Estate & Insurance, Banking &
Investment and Other Important Documents.
 A 256MB flash drive with pre-loaded fillable PDFs
covering categories including:
Medical/Medications History, Emergency
Contacts, Important Websites/Passwords,
Credit/Debit Cards, etc.
 Secure, password protected and encrypted online
vault.

14.  We've developed a handy
Checklist for your use
that’s been designed to
gauge your client’s
organizational level

15.  We can help YOU create value and additional trust in your
relationships with your clients and prospects
 ICEbox™ can aid in the start of those “courageous
conversations” that you have with your prospects and clients
 Act in the role of a true advocate in your client’s life

17.  Monetize your practice.
 Money Concept’s logo and key collateral will be added to the
supply of ICEbox™ kits. You can then choose to enhance your
existing process or give to your clients.
 A branded advertising or direct mail piece introducing ICEbox™ to
your clients. This piece will define the unique value that ICEbox™
creates and its role in your continued efforts to provide the highest
level of service to your clients.
 ICEbox™ will host Lunch and Learns or seminars for your clients.

19.  I.C.E. means In Case of Emergency
 ICEbox™ was created to provide clarity for families in the
event of a medical emergency, death or natural disaster
 When a life altering event occurs, there’s no time to hunt
for important paperwork
 It gives users the power to inform doctors about family
members’ medications, provides important phone
numbers and contacts, and lets the user access valuable
documents when they need them
 It is a complete organizational system designed to provide
peace of mind when it’s needed the most

20. Craig A. Sutherland
Jason A. Gaylor
Christine Honeygosky
ICEbox Solutions, LLC
20 Northwoods Blvd.
Columbus, OH 43235
614.802.0242
877.888.8118
www.youricebox.com | info@youricebox.com