How Does It Work?

Your clients and their spouses/companions can complete the ELP Questionnaire online on their own or at a group presentation meeting. The questionnaires takes approximately 20 minutes to complete on line. In the group sessions which you can deliver in 1.5 to 3 hours, a paper version of the Questionnaire is used which needs to be subsequently completed on line. After the ELP Questionnaire is completed the data for ELP reports is stored in the Certified Enhanced Lifestyle Planner's Account. You would then generate the ELP Report and provide it to clients along with the accompanying handouts in 3 possible ways:

1.	In a personal meeting — with the client and the spouses.
2.	In a group presentation meeting— 1.5 to 3 hours in length.
3.	On a self-study basis. The client is e-mailed the ELP Report along with the accompanying handouts and is directed to listen to an ELP audio-feedback session which is posted online. The client will be better prepared when subsequently meeting you for financial planning.

Your can offer the ELP as a self-study program. When your clients complete the ELP Questionnaire on line you can e-mail their ELP Report (Acrobat Reader) along a number of accompanying handouts, an address on the Internet where your clients can view an on-line Feedback Presentation on the ELP reports. The accompanying handouts include:

If your clients need to complete the ELP using a paper format, you can mail them the Questionnaire, and once you receive it back completed, you can prepare and print their ELP report and the other documents and mail them back to them.

If your client is seeking financial planning, the ELP would become the front part of the financial plan for which you can also charge a fee.

The ELP can also be offered as part of a full scale retirement planning or general financial planning workshop, or in lunch and learn sessions or at a client appreciation meetings. PowerPoint presentations with detailed notes have been developed to help you lead these sessions.

If you already have a web-site, we can provide you the html files and mastheads about the ELP and the Services you can offer. You can customize this information and have your web master post it on your web site. You can also include two links on your web site. One will be the Questionnaire link which you and your clients can use to complete the ELP Questionnaires from your web site. The second link will allow you to access your Account and the ELP Certified Restricted web site. With Co-branding, your logo can appear on the Questionnaire page on the Internet as well as on the ELP Reports themselves. You can also be provided with a set of ELP handouts with your logo on them which you can then use with your clients.
There is a one-time fee of US $350 or CA $500 to set-up Co-Branding.

Once you are certified, you will be listed in the ELP Directory of Certified Enhanced Lifestyle Planners. This can lead to possible calls from Corporate or individuals clients who are seeking financial planning services. If you want your picture and bio listed in addition to the standard information, there is a one-time set-up fee of US $150 or CA $225.