The SunBridge KEY Advisor for Families program is a complete turnkey system of practical training, tools, and support for estate planners and financial advisors.  With this system, professional advisors are able to provide their clients the education, organization, and relationship they crave, leading to the clients’ peace of mind in the complicated and sometimes frightening financial and legal world they live in.

The basic SunBridge KEY Advisor for Families system consists of: (1.) an Introductory Workshop for engaging new client families; (2.) 12 monthly “Straight Talk” workshops on critical financial, legal, and life topics; (3.) a simple yet sophisticated 12-part high tech/low tech organizational program to enable clients to organize their financial and legal lives; and (4.) a structured process for clients to consult one-to-one with the SunBridge KEY Advisor.  All of this is done with (5.) an undergirding philosophy of holistically educating and supporting—rather than selling to—the client.

The result is a revolutionary transformation of the advisor/client relationship.  When SunBridge KEY Advisors provide their clients practical training, tools, and support based on the Twelve KEY Secrets, KEY Client Expectations, and the SunBridge KEY Advisor Process, clients naturally grow to trust and rely on their SunBridge KEY Advisor.  As the relationship deepens, barriers to true collaboration melt away.  Clients recognize their real needs and turn to their SunBridge KEY Advisor for guidance, who in turn provides them the help they need or refers them to other trustworthy professionals.  In the end, everyone wins.

In the SunBridge KEY Advisor for Families Program, we offer a simple yet sophisticated 12-part high tech/low tech organizational system to enable clients to organize their financial and legal lives.  The high-tech part of the system is called “The Key” and the low-tech part is called “The Vault."

The Vault

The Vault is definitely low tech, and clients and their spouses love it!  It’s easy for them to get their head and their hands around 12 separate folders encompassing nearly 80 different subfolders, all cradled inside a double-locked filing box and equipped to move like a roller-board suitcase.  Getting one’s financial and legal data organized and available in case of death or other emergency is no small task.  It’s so daunting, in fact, that few people ever actually get it done. As a result they leave their loved ones in a real mess when something happens to them.

The Vault embodies the answer to that old riddle, “What’s the best way to eat an elephant?”  The answer is of course, “One bite at a time.”  The Vault breaks the task of financial and legal data organization into small, bite-size pieces.  Each of the 12 folders is coordinated with one of the 12 monthly “Straight Talk Workshops.”  Thus, as the KEY Advisor teaches client families how to understand the fundamentals of that month’s topic, the clients then return home with the assignment to organize that portion of their information.  Thus, month by month, the elephant gets eaten, and the clients get organized.  When tragedy strikes, we’re ready.

But we know that stuff can happen to The Vault, so we have a high-tech backup in place at all times.  It’s called “The Key.”

The KEY

The Key is a tool to keep client information organized and safe. It’s a waterproof, password-protected, USB drive that backs up the information in The Vault but keeps it off the internet.  By keeping client information completely away from the World Wide Web, we avoid hackers and other dangers.  And since the data isn’t stored on the computer either, it’s not in danger if the computer is compromised.

The KEY can hold any type of digital files, including Word, PDF, JPEG, Excel, PowerPoint, audio, video, and photo formats.  Copies of all important documents can be safely stored, retrieved, and printed when needed, even when the client dies or is otherwise unavailable.