E-Business Plan

E-Business Plan

A one-stop referral service for helping families dealing with aging financial issues

Components:

Life Insurance

Funeral Expenses

Wills

Power of Attorney

Estate Planning

Nursing Home / Assisted Living / In-home Care

Reverse Mortgages

Tax Preparation

Health Insurance

Open to Other Opportunities as Presented

Plan:

Solicit service providers within service area.

Establish discount service fee for referred clients.

Establish commission pay scale for clients who procure services from this website.

Develop co-operative marketing strategy with affiliated providers.

Promote cross-referral strategies among all participants.

Advertising:

Co-op advertising with affiliated service providers.

Search Engine advertising.

Local service providers with target clients (i.e. senior centers, churches, etc.).

Specialized advertising to children of targeted clients.

Referrals from developed client base.

Existing client list of affiliates.

Summary

Program would basically be modeled on an if/then flowchart, where potential clients would peruse various offerings and how it might apply to them. If they needed that particular service, they would click on a link taking them to an affiliated partner specializing in that service. As the program develops, partners could cross reference other affiliates to generate more business for each other. For example, a funeral director could direct clients to a life insurance salesman to set up a policy which provides for the cost of a funeral. Also, a lawyer specializing in wills could direct clients to a financial planner to help the client protect their assets for their beneficiaries. The

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