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Interactive Case StudiesAre your clients ready for whatever life brings?
Mike Steele, CFP, CLU, CHFC
Senior Consultant, Financial Planning
Agenda
Welcome & Introductions Who am I? Who are you? (poll)
Case study format
Five case studies
Conclusion
2
Poll setup and testing
Two options for responding to polls Respond at PollEv.com/mikesteele677 Text MIKESTEELE677 to 37607 once to join
Respond to first poll: Where do you live?
3
Poll question #2
How would you describe your practice? Fee only? Commissions only? Combination?
4
Poll question #3
Which products / services do you recommend? Cashflow / debt management solutions Retirement savings (RRSP, RPP, etc.) Education savings (RESP, etc.) Risk management (life, critical illness, disability insurance) Long-term care (insurance, etc.) Estate planning (life insurance, trusts, etc.) Other?
5
Case study format
Watch short video to setup case situation
Each video has three alternate endings; we’ll investigate one
Use NaviPlan (my software of choice) to illustrate problem
Suggest solutions (poll audience for input)
Illustrate one solution (mine)
6
The Talk
Adopting a child Caring for an aging parent
Child entering post-secondary education
7
The Talk – adopting a child
Young couple, age 30
International adoption
Childcare – stay at home vs. paid childcare
Saving for education
8
Show NaviPlan case details
The Talk – audience poll
What would you recommend?
Free form poll.
9
Show NaviPlan solution
The Door
Going back to school New home
Dream vacation
10
The Door – Going back to school
Middle age (44)
Funding education costs plus loss of income
11
Show NaviPlan case details
The Door – audience poll
What would you recommend?
Free form poll.
12
Show NaviPlan solution
The Ride
Post-secondary education
Caring for an aging parent Daycare / pre-school
13
The Ride – caring for aging parents
Cost of assisted living / long term care
Who pays?
How to fund?
14
Show NaviPlan case details
The Ride – audience poll
What would you recommend?
Free form poll.
15
Show NaviPlan solution
The Meeting
Big promotion
Starting a new business
Early retirement
16
The Meeting – early retirement
Age 55
Unexpected early retirement
What are his options?
Has he saved enough?
17
Show NaviPlan case details
The Meeting – audience poll
What would you recommend?
Free form poll.
18
Show NaviPlan solution
The Call
Unexpected death New job
Twins
19
The Call – unexpected death
Risk management – survivor income
20
Show NaviPlan case details
The Call – audience poll
What would you recommend?
Free form poll.
21
Show NaviPlan solution
Closing poll - feedback
On a scale of 1 to 5, how would you rate this session?
22
We operate as John Hancock in the United States and Manulife in other parts of the world.
Thank you
