Paulette Ito, Senior Vice President of Marketing for Hawaiian Financial Federal Credit Union explains the complementary versions of the Ho’okele Guidebook as well as its importance as a personal life planning resource. Paulette also shares her insights and updates on the the “Get Your House in Order” campaign.

Intro 0:00

Personal Story 3:17

Ho’okele 1.1 - 6:20

• Focuses on the past, assists in gathering personal information.

• Documents family contact info and family health history.

• Captures important family history and genealogy.

• Compiles important financial planning information.

• This is the first life planning building block.

Ho’okele 1.2 - 8:10

• Focuses on the present.

• Records all medications and doctors.

• Documents current assets and financial obligations.

• Compiles legal and financial information.

Ho’okele 1.3 - 9:20

• Focuses on the future.

• Addresses life planning documents like wills, trusts and health directives.

• Assists in documenting asset accumulation and retirement funding.

MidWeek Column - 10:00

• Paulette shares her real life “Get Your House in Order” stories.

• The stories illustrate why this campaign is important for everyone.

• The stories are intended to spark family discussions.

GYHO TV Season 3 - 11:25

• Expert advice on topics like home renovations for aging in place.

• Expert advice on issues like senior safe driving and funeral planning.

Who Resonates? - 12:15

• The episode with our expert on wills and trusts was very popular.

• We received a lot of positive feedback on the financial planning episode.

Delayed Decisions - 13:00

• The “Get Your House in Order” campaign spurs conversation with family.

• This campaign sparks action on big, crucial life planning issues.

• A completed Ho’okele Guidebook is a gift for your loved ones.

• Sound life planning is a great legacy to leave.

Topics - 16:05

• Real life experiences form the foundations of Paulette’s master plan.

• Most of us do not have our houses completely in order.

• The Ho’okele Guidebook maps the path.

• Completing the Ho’okele Guidebook is a process.

• There’s always more that could be done.

Ho’okele 1.4 - 18:40

• Focuses on miscellaneous items not covered in previous versions.

• Lifestyle choice topics like travel, marriage and divorce are covered.

• The benefits and drawbacks of various choices are detailed.

Most Revealing - 20:45

• Many people don’t have their houses in order.

• Many people haven’t addressed important life planning issues.

• The local community has responded because there’s a need.

The “Get Your House in Order” campaign is designed to engage, motivate and educate Hawaii’s ohana to do exactly what it says … help you get your house in order.

To download the Ho'okele Guidebook:

http://hawaiigetyourhouseinorder.com

#GetYourHouseInOrder #HIFICU #HookeleGuide #lifeplanning #financialplan #lifeinsurance #estateplanning

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