EMPOWER YOUR NETWORK WITH STRATEGIC PLANNING RESOURCES

Offer Your Customers More Than Just a Purchase

Adventure Partners, Not Just Providers
You’ve equipped them with more than just an RV; you’ve given them a vessel for adventure. Now, go the extra mile. As they roll through scenic byways and park in breathtaking locales, ensure your clients have everything they need, not just under the hood but on paper, too.

Gifting Peace of Mind on the Open Road
Road Ready Records is the ultimate co-pilot for life’s travels. It's not just another gadget or accessory—it’s the roadmap to their peace of mind. With every twist and turn on their journey, they’ll know that the important stuff is handled, thanks to you.

Beyond the Sale
Stand out in a sea of options. When an RV rolls off your lot, ensure it carries a unique touch from you – a tool that says, “We care about your adventures and your legacy.” It's the kind of after-sale service that builds legends and lifelong customers.

Tailored for the Explorer
Our Portfolios are like the perfect travel companion—intuitive, thorough, and always there when needed. For your clients, it's not about filling compartments; it’s about fulfilling life's grand plan. Help them chart their course with confidence.

The Personal Touch
Let’s face it – the open road is also about open hearts. This isn’t a mere transaction; it’s the beginning of a beautiful friendship. Gift them the Road Roady Records Portfolio, and they’ll know that to you, they’re more than customers—they’re fellow travelers on the road of life.

Invest in Your Team’s Well-Being

Enhance Corporate Culture and Productivity
In a world brimming with standard corporate gifts, stand out by providing your employees with something of enduring value – from the family of Personal Affairs Portfolios. Far surpassing the fleeting utility of commonplace items like water bottles or mugs, these Portfolios can significantly impact your employees' lives and their families.

Caring for the Caregivers
Many employees shoulder the additional responsibility of caregiving, often for aging parents. By offering them one of the Portfolios, you're not just gifting a product but providing a resource for peace of mind and practical management of caregiving duties.

Combatting Presenteeism
The pressures of managing personal affairs can lead to presenteeism, where employees are physically at work but distracted by personal issues. Equipping them with a Portfolio encourages proactive engagement with these critical matters, rather than reactive, thereby enhancing focus and productivity at work.

Why This Matters
By integrating The Portfolios into your employee benefits, you send a clear message: your organization values their overall well-being and supports their needs beyond the workplace. This kind of thoughtful engagement can foster a loyal, focused, and more productive workforce.

Enhance Your Client Relationships

Cultivate Trust through Action
Your advice has already earned your client’s trust. Deepen that bond by encouraging a comprehensive dialogue about their life, estate, and wishes. Empower them with the tools to communicate their vision for their future.

A Testament to Your Insightful Foresight
Your role transcends advising; you are the architect of legacies. In cautionary tales where the absence of planning has led to turmoil and costly probates—your proactive measures stand as the bulwark against uncertainty. Encourage your clients to document their wishes comprehensively so their voice is heard unequivocally in life and beyond.

Beyond Expectations
By recommending a Portfolio in the preferred format—paperback, hardcover, USB stick, or digital file—you give your clients not just a tool but a structured approach for them to articulate their most personal information, secure their estate, and express their final wishes.

Advocate for Preparedness
In a world brimming with unpredictability, your suggestion to one of the Personal Affairs Portfolio becomes a meaningful action, demonstrating your commitment to their welfare and the safeguarding of their legacy.

Set a Higher Standard
Distinguish yourself from the field by giving a gift that underpins the trust your clients place in you—a gift that says you are there to help safeguard not just their wealth but their life’s narrative.