Professional Consultation
Erickson Resource Group provides the training and tools to assist you in developing an expertise in long term planning which addresses the complex needs of the aging population, setting you apart from your competitors.
Training
- As a financial advisor, insurance advisor, notary, attorney, or other professional, the overall awareness and understanding of the complex needs of the aging population is essential in the development of appropriate and comprehensive financial plans, product presentation and other legal and social services.
Erickson Resource Group has developed the training, “The Baby Boomers and Beyond: Understanding the Needs of the Aging Population.” This has been approved by la Chambre de la Sécurité Financière for 2 PDU’s in General Subjects (CSF10-05-22964).
This seminar will improve the participants’ knowledge of seniors’ issues and their inter-relationship with one another. In addition, the participants will receive communication tips to assist them in introducing difficult topics and encouraging their clients to disclose their concerns and hopes for the future. Finally, the participants will be given steps on how to begin and improve on intergenerational planning which will aide the participants’ current clients as well as present opportunities for the next generation of clients.
Toolkits
- Are you looking for ways to add value to your relationship with your client?
- Give this toolkit to your client to initiate an individual client meeting or as part of a client event
Would you like to have a unique way to introduce additional products to your clients?
Would your clients appreciate a “thank you” for doing business with you?
Erickson Resource Group has developed the toolkit “Organizing Your Affairs”. Professionals are able to license the usage of this toolkit on a yearly basis. For further description of this toolkit visit Toolkits
- Say “thank you” to your client for his/her loyalty and business
- Give the toolkit to a client to pass on to someone else who could benefit from your business
Pick any quantity of Toolkits to license on a yearly basis and distribute them to your customers. Customization of Toolkits available. Contact Us to learn more or purchase a bulk quantity now.
- Prices per use are as follows:
Client Events
- 1. Information Session:
Grow your business and enhance your relationship with your clients by inviting them and their friends and family to learn more about the aging process and how to prepare for the complex needs they may have in the future. Housing, home care, legal, insurance, physical and practical needs will be discussed. Tips on discussing these topics with family members will be presented.
Have your office sponsor the day, or join together with other colleagues to invite many clients.
Fees for client events:
$450
2. Day with the care manager:
Invite an elder care specialist to meet with individual clients to discuss their personal concerns regarding the aging process, such as housing, placement, home care, legal needs, etc. Have your office sponsor the day, or join together with other colleagues to invite many clients.
Fees for a Day with the Care Manager are as follows:
3 hours – $400
6 hours – $700
Professional Consultation
- If you have a client whose needs are unique and you would like to discuss this case with an elder care specialist, phone conferencing and client meetings are available.
Fees for professional consultation are as follows:
Phone consultation – 30 minutes – Free
Phone consultation – 35 minutes or more – $35
Client meeting – $100 per hour
Contact us to discuss your needs further. Customization of services is available to fit your specific needs.
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