What is the Enhanced Lifestyle PlannerBenefits for You
Benefits for Your Client ELP Excerpts

What is the Enhanced Lifestyle Planner?

The Enhanced Lifestyle Planner is an Internet-generated report/working document, which helps your clients and their spouses/companions determine their key lifestyle choices for now and for their future years. Clarifying these choices is an important step towards:

1.
Achieving these goals
2.
Planning their finances accordingly
3.
Enriching their life by beginning the integration of some of these lifestyle choices immediately into their lives.
   
Key components of the Enhanced Lifestyle Planner report include:
Introduction
Questions to consider
Hours at work or freed up in their later years
What you enjoy about your job and your personal life
Your feelings
Attitude and self-motivation
Lifestyle considerations
Second career path
Volunteer work
Your living environment
Exercising
Relationships and friendships
Hobbies and interests
Travel
Special life events
Conclusion
   
There are two different versions of the Enhanced Lifestyle Planner.
  Version One — Pre-retirement planning is used with clients who are 45+ and not retired
  Version Two — Life-balance is used with clients of all ages including retirees

 

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Benefits for You

A positive way to differentiate you in the market place
Extremely useful tool to help you impact positively the relationship you have with your existing clients and consequently retain them, and ensure additional referrals
Certification training online which you can complete at any convenient time to ensure that you use tools effectively
Will lead clients to establish meaningful lifestyle goals in all aspects of their life. This will lead to quality discussions with you as they prioritize their choices and as they work with you to achieve their top priorities.
Wonderful tool for prospecting — Can open numerous doors for you
PowerPoint presentations, handouts and other support materials to help you in presenting the ELP in groups and for your marketing
Opportunity to be part of a Directory of Planners and be considered by the Corporate sector and visitors from the Internet for coaching or financial planning assignments.
Extremely cost effective

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Benefits for your Clients

Extremely time and cost effective process to help your clients:

Plan a meaningful lifestyle for now and for their later years
Discuss and clarify their future dreams with their spouse/companion and with you
Start integrating a more balanced, meaningful approach immediately into you life
Consider the financial ramifications of their lifestyle choices

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ELP Excerpts
An ELP Report and Questionnaire is posted n Acrobat Reader format. To view and download these files, click here.

 

 

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