This is a great tool for seeing the details of a person’s financial and legal life, and it is a simple concept. Bring us your legal and financial documents, identifications cards, marriage license, military discharge papers, etc. I will organize them in a 3-ring binder and have them copied to a CD so in the event of a stroke, death or natural disaster, your spouse, children or guardian will have one place to find all of the information needed to deal with the situation.
This can be promoted at senior centers, mobile home communities, Rotary Clubs, Kiwanis, Lions, VFW, and other groups at no charge to you. This gets you in front of a lot of people, allows you to see everything about them, make recommendations and ultimately pull in business.
This program is something you need support staff to accomplish since it can be labor intensive, but it works like a charm.