Business Emerges to Help Southern California Baby Boomers With Their Personal Business Affairs

Matters at Hand is Paving the Way for Personal Business Facilitators


ORANGE COUNTY, Calif., March 24, 2006 (PRIMEZONE) -- Southern California baby boomers can breathe a sigh of relief when it comes to handling their personal business affairs thanks to Matters at Hand(tm), a professional services company created specifically to help individuals, especially baby boomers, deal with their personal business affairs easily and efficiently.

Founded by Camille Jayne, the company has been credited with sparking a new industry and is creating a buzz among the nation's largest generation. Jayne, a baby boomer herself, held executive positions in the corporate world for more than 25 years before starting Matters at Hand in 2004.

"Not only do baby boomers have to think about their own well-being when dealing with their personal business affairs, often they have aging parents and their own teen or adult children to factor into the equation," said Jayne. "This can place an incredible burden on a baby boomer's shoulders, creating stress, confusion, and worse, inertia, when it comes to handling important financial, trust, legal, insurance, medical and other personal business matters."

Jayne added, "This is really a gift you can give to yourself and your family. Just having peace of mind that all of your affairs are in shape for your future, and knowing you have someone to turn to in a time of great need, is worth its weight in gold."

One of the first to recognize this need and take action, Jayne is pioneering the concept of the Personal Business Facilitator, a term she has coined for her project managers. But that's not the only unique aspect to her business. Jayne has chosen to use Matters at Hand as a vehicle for giving back to the community, with five percent of each client's fee donated to his or her favorite charity. Jayne, who does not take a salary, covers the operational costs, including payroll, then donates the rest of the net profits to local charities.

"I was very successful in the corporate world and I'm so pleased I am able to use this next phase of my life for helping people and giving back," Jayne noted.

Matters at Hand has served more than 80 satisfied clients, "Seventy percent of those are baby boomers, who want to make sure all of their business affairs are in shape for their future years, but we do have a range of clients from 30 to 90 years-old," said Jayne.

Matters at Hand's Personal Business Facilitators are neutral, third-party client advocates, hired by clients on a short-term basis, to aid them in getting all their personal business matters (estate planning; medical, property, Long Term Care, and life insurance; financial; legal; accounting and real estate) in shape for their future years, or during major life transitions, such as death, divorce or illness.

The Matters at Hand facilitators are not attorneys, accountants or financial planners, but they work closely with the client's professional service advisors or refer clients to advisors, if needed. They deal directly with government agencies, insurance agents, doctors and others to ensure all affairs are in order. At times of transition, Personal Business Facilitators also can handle all necessary correspondence including filling out forms, helping shut down and opening new accounts; transferring IRAs; retrieving life insurance, pension, veteran and accidental death benefits; reconciling medical bills; transferring titles and working with appraisers for real estate transactions. A typical assignment runs for 8 to12 weeks, with the average cost between $3,000 and $7,000.

A review of loan and credit card fees, insurance and medical coverage and pension and retirement accounts, also can be performed to determine that a client is getting the best benefits and terms available.

Jayne's expertise stems from her 25 years in the corporate world, where she served as CEO and Chairman at publicly traded Universal Electronics, Inc. (UEI), in addition to executive positions at TCI, the world's largest cable company, and Ameritech, where she pioneered product and business development work in electronic and interactive telecommunication media services. She also held executive posts at Comerica Bank, where she managed a $7 billion core liability business. Jayne also has held teaching positions at the University of Michigan and the Lawrence School of Architecture. She graduated with distinction from Stanford University, with both bachelor's and master's degrees, as well as an MBA in marketing from the University of Michigan.



            

Coordonnées