Introducing Quantity Discounts for Life Goes on Roadmap™ to Say “Thank You” or “Welcome Home” to Clients in a Lasting Way

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Now enterprise-level companies such as senior care homes, residential real estate brokerage companies, residential moving companies, and credit union service organizations can buy Life Goes on Roadmap™ 3-ring binders in quantity with preferred pricing.

This is a new way to say ‘thank you’ , ‘welcome home’ or ‘welcome as a new member to our organization’ that can surprise and delight clients after the sale, while serving clients and their families in a practical, profound way.

Life Goes on Roadmap™ helps families get their households and crucial financial information organized so they can know who to call in an emergency, how to turn off the water, gas, and power at their new place, and how to access other crucial documents, investments, and accounts, especially when the rubber meets the road in life.

Co-Founder Nancy Juetten says, “Clients appreciate a gift that gets them talking about important, nitty-gritty household and money matters before any of the Big D’s – disaster, disease, disability, diminished mental capacity, divorce, or death – cross their paths.  This is a gift that clients keep forever. They’ll always remember who gave it to them and be grateful for it. Best of all, gift givers can show up as innovators who go the extra mile to demonstrate care for the client and his/her family after the sale. They’ll exceed expectations, set their company’s apart in a winning way, get clients talking to family and friends, and welcome referrals to new business.”

Juetten adds, “Companies can implement this new benefit for clients with their next scheduled price increase or add the cost to current current scope of work so it is seamless, easy to implement, and cost neutral.”

Clients receive the 3-ring binder, the digital downloads of the game board, guidebook, and digital organizer, plus anytime/anywhere access to replays from the virtual Get It Done Day check in calls hosted by the co-founders of Life Goes on Roadmap™. These replays hold clients accountable for completing their Life Goes on Roadmap™ systems, while inviting families to start important conversations that may have been delayed for years.

Quantity   Price*             Discount        

1-50              $197                 N/A

51-99            $167.45            15%

100-199        $157.60            20%

200+          Ask about licensing for significant cost savings.

*All prices are plus shipping and applicable state sales tax. Shipping costs per system are about $10, depending upon each client’s U.S.A. destination.

Orders of 51 or greater benefit from a full-page client letter to grant client’s access to the digital tools and support that make the system even more valuable, while also expressing gratitude to clients for their business, sharing contact information, and inviting referrals. Gift givers can include an optional gift note to add an even more personal touch.

Logistics

  • For quantities of 50 or fewer, the corporate team member processes orders from the the online invitation page at www.lifegoesonroadmapNOW.com. Enter the client’s name, home address, and email address, along with the company name in the ‘how did you hear about us’ field as they make convenient online payment with VISA or Mastercard for the physical version of Life Goes on Roadmap™ that also includes all the digital tools, expert guidance, support in the client-only Facebook community, and accountability to get to completion.
  • For quantities of 51 or more, the team member processes orders for the company’s version from our fulfillment house’s online bookstore. Their preferred payment method will be on file. Quantity discounts are valid for orders processed at the same time. The full-page client letter that is Page One of every system offers a VIP code so clients can access the digital tools and support that make the system even more valuable. Their online account is credited with an equal number of digital downloads as to match the number of systems purchased. The client can purchase additional downloads for a negotiated price if they wish to encourage clients to share the digital materials with others.

Next Step:

  • Call or email Nancy Juetten to get your questions answered and initiate your quantity purchase today.  Nancy@lifegoesonroadmap.com 425 641 5214

About Life Goes on Roadmap™

Life Goes on Roadmap is an affordable and empowering toolkit to organize personal finance information do families  have power, access, and control, before disease, disability or death get in the way. Users welcome peace of mind when they organize important contacts, service providers, insurance information, bank or credit union accounts, investments, credit cards, and more so the information is accessible when and where it is needed. Life Goes on Roadmap elevates the process of getting organized to be a game to win instead of an administrative task to put off until later. The co-founders guide users to get to completion during a series of live or recorded Get It Done calls that users can access, no matter where they live, work or play around the nation.

Favorably reviewed by hundreds of clients and heralded by many as the answer to a prayer, Life Goes on Roadmap™ has been showcased on Forbes.com, the Seattle NBC Morning News, and via a host of regional magazines, podcasts,and radio shows. Visit the company’s YouTube channel or www.lifegoesonroadmapNOW.com to learn more.

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Estate Planning Attorney Kevin J. Copp signs on as the newest Life Goes On Roadmap™ licensee

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Attorney at Law Kevin J. Copp, Esq. has signed on as the newest Life Goes on Roadmap™ licensee, Nancy Juetten announced today. He is an estate planning attorney serving clients in Kent, Bellevue, Kirkland, and Edmonds, WA.

Life Goes on Roadmap™ is a powerful system for personal financial information and document organization. It offers a way for estate planning attorneys and other professional service providers to help their clients get their ‘life and death ducks in a row’ before any of the Big D’s   — disaster, disability, disease, divorce, or death — hit close to home, Juetten explained.

This collection of proven, practical and empowering tools prepares clients and their families for “What If” moments before they become hardships, while igniting powerful conversations that need to happen before life serves up a bump in the road.

“I’ve been very impressed with the comprehensive, engaging system to support clients in getting their financial documents and information organized. I see Life Goes on Roadmap™ as a value added benefit that can serve my clients in a meaningful way as they complete their practical estate planning at the household management level, Copp said. Copp’s version of Life Goes on Roadmap™ is available for purchase at this link.

About Kevin Copp, Attorney at Law – Kent Probate, Wills and Trusts

Kevin J. Copp grew up in Renton and graduated from Central Washington University with a B.A. in Communications. He obtained his law degree from Seattle University and his LL.M. in Tax from the University of Washington.

For over ten years, his practice has focused exclusively on Estate Planning and Administration, including:

•Preparation of simple and complex wills and trusts.

•Representation of fiduciaries and beneficiaries in all phases of estate and trust administration.

•Representation of individuals in guardianship proceedings.

•Tax preparation of Estate, Trust and Gift returns.

He can be reached at 253 277 1254, by email at kevin@kentprobatelaw.com, or online at www.kentprobatelaw.com. 

About Life Goes on Roadmap™

Created by CFP® Steve Juetten and his wife Nancy Juetten, Life Goes on Roadmap™ is a proven, practical, engaging system for personal financial information organization that professional service providers such as estate planning attorneys and  financial advisors can brand as their own. One of the ways this system sets itself apart is that it transforms getting organized into a game to win instead of an administrative task to put off.  Licensees of Life Goes on Roadmap™ across the nation use this system to add value to their existing services, deepen client relationships, and set themselves apart in the marketplace. Visit www.bit.ly/deeperservice to learn more about using Life Goes on Roadmap™.

#LifeGoesonRoadmap

#Estate Planning Attorney

# Kevin J.Copp

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On choosing regrets, magic blue pills, and ways to describe the problem you solve …

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Do you ever wish you could sell something so clear and compelling that it would sell quickly easily to your perfect audience every time?

Like selling ice water to people who are thirsty?

 

 

 

 

 

For example, are you selling:

  • Instant cash to folks who need money right now?
  • Sex appeal to someone who hasn’t had a date in years?
  • A solution to E.D. that has some clients experiencing a four-hour ‘can’t stop the feeling’ situation every time they take their magic blue pill?

Sometimes I wish I sold something like that.

The selling piece would be so much easier.

Pain killers sell better than vitamins because the promise is to stop pain in its tracks.

Vitamins are more of a preventative measure.

Selling prevention is a really tough sell.

People need an urgent reason to buy.

In today’s internet age, that could mean special pricing that expires to compel them to buy now.

It could mean that bonuses expire if the sale isn’t made in a time sensitive way.

For me, those tactics don’t ring true.

So here’s a mind bender to consider.

Maybe prevention isn’t the right message. 

Maybe it’s something else or something more?

I’ve been pondering this very question in connection with the Life Goes on Roadmap™ system we sell to families across the nation.

What exactly is the problem we are solving?

  1. Maybe it’s finally finding a way to start important conversations with loved ones that may have been delayed for too many years.
  2. Maybe it’s peace of mind.

  3. Maybe it’s clarity, confidence and power for the moments that matter the most.

  4. Maybe it’s fun to get this done so procrastination can get kicked to the curb.

  5. Maybe it’s transformation.  You get to transform from clueless to confident with it comes to accessing your crucial personal financial information.

  6. What about addressing a deep fear that many people say they have:  You’ll never less a mess for your family to clean up if something random or crazy should happen to you.

    What I know in my head, heart and gut is that no one ever regrets getting their act together before a hardship has the opportunity to become a crisis. But everyone who DOES NOT get their act together always regrets it when the rubber meets the road in life.

One of my friends is also a top notch real estate professional.  Mary Lee of Mary Lee Real Estate says, “Choose your regrets.”

Mary says you can put your house on the market at your ‘happy hopeful price’ and run the risk that the price is too high and no one will buy it (or that the market will demand a price reduction.)

Or you can put your house on the market at too low a price (with hopes that the price will be attractive to bring in the right buyers) and have to settle on a low ball offer because you came in too low and only attracted one buyer.

As she says, “Choose your regrets.”

As for me, I would much rather have my ‘life and death ducks in a row’ long before life hits the fan than to let the cards fall where they may.

I want to avoid creating challenges for my husband, son, or extended family to contend with because they didn’t know my wishes, couldn’t find my passwords, and didn’t know who to call when it really mattered.

Leaving a mess for them to clean up later is a complete NON-ISSUE for me.

This gives me great peace of mind because my own path in life has been crossed by more than one of the Big D’s — disaster, disease, disability, diminished mental capacity, dis-empowerment, divorce, or death — to know that I am not immune to any of this.

My whole life can turn on a dime in an instant because I’ve been there, done that, and got the t-shirt.

How about you?

The truth is that it takes just one day of focused attention to organize, save, and share your most crucial information and wishes with the people who matter most in your life.

Is this a problem you feel is important to solve?

If so, what is stopping you?

What would need to happen so you would move heaven and Earth to take some action sooner versus later?

If you are game to get on the virtual bus, we’re guiding a whole new crew of families to get their acts together this Saturday, June 15.

When you get on board, you’ll receive the guidebook, the game board, the digital organizer,and the expert accountability and support to get this done as we do our best to make it fun.

We promise you’ll start some powerful, profound conversations with your loved ones that will be eye-opening to say the least.

Those conversations may even draw you closer.

We promise that “head in the sand-itus” will be in the rear view mirror for good if you just grab the wheel, take control,and steer your life in the right direction.

Get your ticket to ride right here.

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5 Personal Finance Blind Spots that Get Families in Trouble When The Rubber Meets the Road in Life

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June 3, 2019 — Bellingham, WA –  Life Goes on Roadmap™ Co-Founders Nancy Juetten and Steve Juetten — a CERTIFIED FINANCIAL PLANNER ™ Professional — share 5 personal finance blind spots that get families in trouble when the rubber meets the road in life via a content rich webinar that can be viewed anytime and anywhere.

The Juetten duo supports families in getting their personal finances organized so they can take control and drive their lives forward in the event of any of the Big D’s — disease, disability, diminished mental capacity, divorce, dis-empowerment, or death. They want couples and families to get on equal footing for those occasions when life serves up a bump in the road.

“Many people fear leaving a big mess for their family to clean up later, should something random or crazy happen to them.  Life Goes on Roadmap™ solves this problem in an engaging, empowering, and practical way,” Juetten says.

Among the top mistakes families make are as follows:

  1. No central safe place to save information.
  2. Missing key information.
  3. Not keeping information current.
  4. Keeping family members in the dark or choosing to stay there.
  5. Not making time and paying the consequences.

“It’s striking to see how many women we hear from who tell us that they are managing the finances and their husbands are reluctant to get involved,” Juetten said. “We want couples to gain equal access, power and control so either can step up when it counts,” she said.

“‘Head in the Sand-Itus’ can have serious consequences when a spouse dies unexpectedly and leaves the other spouse dis-empowered to manage the day to day details of life like bill paying, turning off the water, power and gas in an emergency, knowing where to find the passports, and even how to access and manage investment accounts. It’s a serious problem that causes families a lot of drama, trauma and chaos at the worst possible times,” Nancy Juetten says.

Access the free webinar via this link.

About Life Goes on Roadmap™

Life Goes on Roadmap is an affordable and empowering toolkit to organize personal finance information  so family members have power, access, and control, before any of the Big  D’s — disease, disability, diminished mental capacity, divorce, dis-empowerment, or death get in the way. Users welcome peace of mind when they organize important contacts, service providers, insurance information, bank or credit union accounts, investments, credit cards, and more so the information is accessible when and where it is needed, while starting important conversations that may have been delayed for years. Life Goes on Roadmap elevates the process of getting organized to be a game to win instead of an administrative task to put off until later, while bringing families together to have important conversations. The co-founders lead live virtual Get It Done days to hold clients accountable for completing their roadmaps, and the next one is coming up on June 15, 2019. Replays are always provided so customers can complete their roadmaps with expert support on a schedule that works for their busy lives.

About the Co-Founders:

Steve Juetten is principal of Juetten Personal Financial Planning, LLC. He’s a CERTIFIED FINANCIAL PLANNER™ Professional. Nancy Juetten is the Get It Done Guide who won’t let procrastination prevent her clients from getting ahead of what what life may serve up along the way so they gain power, access, and control when it really counts. This is a company that guides families to organize their crucial personal financial information so they can keep driving, even after a bump in the road. Their mission is to touch one million families, and it is going to happen one webinar and one live virtual Get It Done Day at a time.  Register for the anytime/anywhere webinar via this link.

Make purchases of Life Goes on Roadmap for yourself and family members at www.lifegoesonroadmapNOW.com.

Reach Nancy by phone or email at 425 641 5214 or nancy@lifegoesonroadmap.com.

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