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TRAINING LINK PAGE
FROM THIS PAGE....WELCOMEClick on photo to sign in to tell us you are here. Also feel free to use this link to ask questions or send comments. When you first sign in, we will check to be sure your WHEN-Score™ software has been ordered CLICK ON PHOTO for SURVEY and to check your software has been ordered CLICK on PHOTO to be connected to WHEN-Score software log in page TO ACCESS CURE™ INDEPENDENT STUDY GUIDE MATERIALS CLICK ON LINKS BELOW CLICK ON PHOTO FOR WHEN-SCORE software LOG IN PAGE CLICK LINKS BELOW to DOWNLOAD MATERIALS MODULE D CLICK ON PHOTO IF YOU HAVE NOT BEEN SENT YOUR CLIENT MANAGEMENT SOFTWARE NOTE: When your Client Management software is ordered, you will log in to your new system and all previous information will be deleted from your consumer WHEN-Score CLICK ON PHOTO DOWNLOAD MATERIALS HERE:
WELCOME
Click on photo to sign in to tell us you are here. Also feel free to use this link to ask questions or send comments.
When you first sign in, we will check to be sure your WHEN-Score™ software has been ordered
CLICK ON PHOTO for SURVEY
and to check your software has been ordered
CLICK on PHOTO to be connected to
WHEN-Score software
log in page
TO ACCESS CURE™ INDEPENDENT STUDY GUIDE MATERIALS
CLICK ON LINKS BELOW
CLICK ON PHOTO FOR WHEN-SCORE software
LOG IN PAGE
CLICK LINKS
BELOW to DOWNLOAD MATERIALS
CLICK ON PHOTO IF YOU HAVE NOT BEEN SENT YOUR CLIENT MANAGEMENT SOFTWARE
NOTE: When your Client Management software is ordered, you will log in to your new system and all previous information will be deleted from your consumer WHEN-Score
CLICK
ON
PHOTO
OPTIONAL:
URSLA news link for most updated information on retirement bill
MODULE B
MODULE B optional
Scripts for ROLE PLAY - MARIA T. Vargas Assignment
TEMPLATES in black and white
USERS GUIDE REQUIRED READING ( 50 pages) May be printed in black and white or colorplease print and keep by your computer. PDF VERSION
USERS GUIDE REQUIRED READING ( 50 pages) May be printed in black and white or color
please print and keep by your computer.
PDF VERSION
TEMPLATE for CLIENT MEETINGS in color
Link to
Marketing Materials LISTING OF YOUR SERVICES
IN PDF
CURE Professional Flyer in PDF
or
IN WORD (DOC) for editing BELOW
CURE Professional Flyer in Word (can be used for editing to personalize for your use)
Link to Alternate Session 3 Assignment A
WHAT'S ENOUGH worksheet
ASSIGNMENT C3 - MONEY FLOW EFFECTIVENESS INDEX CLIENT INPUT FORM LINK -- ENTER YOUR DATA THROUGH THIS LINK
ASSIGMNET C3: CLICK HERE FOR PETE AND JENNIFERS DATA SHEET (YOU WILL ENTER THE DATA IN THE WEBFORM BELOW)
ASSIGNMENT C3 PART THREE:
VALUE ASSIGNMENT EXERCISE WEBFORM
SAMPLE OF FINAL MONEY FLOW EFFECTIVENESS INDEX REPORT
-- please note this is sent as a booklet printed on both sides
CASE STUDY MATERIALS: Download below
We have broken up the case study to give you a simplified way to view scenarios individually and then to see the combined strategies the Cases used. Download the introducation and default Scenario first and then see how each additional scenario works seperately building only on the default scenario (which represents where the Cases are NOW)
F and G demonstrates the poper of how working with a CURE Professional is helpful to clients -- showing what can be done through the use of the WHEN-Score software to add years to a person's URSLA.
FULL CASE STUDY
1. INTRODUCTION AND DEFAULT Scenario (#1)
2. APPENDIX B -- Scenario 1 (#2) Virginia working
3. APPENDIX C -- Scenario 2 (#3) Refinancing
4. APPENDIX D -- Scenario 3 (#4) Reverse Mortgage
5. APPENDIX E -- Scenario 4 (#5) Long Term Care
6. APPENDIX F -- COMBINED STRATEGY (#6)
7. APPENDIX G -- Explaination of why Cases went from URSLA OF 73 to 99 - step by step (#7)
Optional excel spreadsheet examples used for Cases
Optional spreadsheet in PDF examples used for Cases
STEPPING STONES TO SUCCESS
CHAPTER HIGHLIGHTING URSLA
AVAILABLE NOW
COMING SOON: Complimentary
EBOOK VERSION
MODULE
E
READING:
HEART OF A TEACHER
by Parker J Palmer in pdf
THE NEW MONEY NORMAL POWERPOINT PRESENTATION
IN POWERPOINT
New MONEY NORMAL PRESENTATION in powerpoint for download
Handouts for presentation
EVALUATION FORM FOR PUBLIC PRESENTATION
COMPANION HANDOUT -- WEALTH MASTERY WORKSHEETS
COMING IN WINTER 2010
Expanded COMPANION HANDOUT BOOKLET FOR NEW MONEY NORMAL PRESENTATION
Putting the pieces together
Once you are CURE™ certified, click here to be granted an access code to FinLAB curriculum you can use in your community.
(you must be CURE™ certified
to use this material)