Customize PIC Documents to Include for your business. Add your Logo and Contact Information.

 

Building a PIC (Personal Information Center) notebook will make it easier for your clients to collect all the important information on their family, home, finances, and medical in one place, so that in an emergency or even during a routine move, they can take their PIC and go. They can use it to keep the bill paying organized and will be a resource if the primary bill payer needs someone else to take care of the finances.

 

This notebook can either start as a hard copy (paper) notebook or an electronic file. They may create both eventually but should start with the format they feel will be easiest for them.

 

These section checklists (PIC Documents to Include) will guide them on which documents to include in each section. The tabs include Bank Accounts, Bills, Credit Cards, Insurance, Investments, Medical, Pets, Property, Safe-Deposit Box, Wills & Directives, and others that you determine.

 

Please provide your logo and contact information that you want on the document. Allow 2 weeks for the personalized checklist to be created and emailed back to you in a PDF. It usually takes much less than 2 weeks but just in case we're taking our own advice and are on vacation.

 

Limited Distribution Rights go to ....

PIC Documents to Include - Custom Branded

SKU: Prep005L
$47.00 Regular Price
$30.55Sale Price
  • There is no refund once your branded files have been sent.

     

    You may cancel the order any time prior to Dhucks sending the files.

© 2019

DHUCKS

MEMBER of...

CONNECT

  • Facebook Social Icon
  • Twitter Social Icon
  • Google+ Social Icon
  • Pinterest Social Icon

*FYI:  I do receive $ from Amazon when you click on product links and purchase items from Amazon.

I don't know what you look at or buy and so far I've been able to buy, on average, 3 cups of coffee each year from the income.