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Overall, how would you rate your experience using Estate Docs Pro?

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How likely are you to refer other advisors to the estate planning platform?

Not at all likely				Extremely likely

How would you rate the usability of the Estate Docs Pro platform?

Very difficult to use				Extremely likely

Have you used the marketing collateral provided by Estate Docs Pro with your clients?

Yes

Not yet, but I plan to

If you answered “yes” or “Not yet, but I plan to,” how useful do you find the marketing collateral?

Not useful at all				Extremely useful.

Is there anything else you'd like to share about your experience?

What do you like, dislike, or wish was different about the platform?

IF YOU HAVE ANY QUESTIONS, PLEASE CALL US AT 800.440.1088

CONTACT US

Toll Free: 800.440.1088
Voice: 480.949.1088
Fax: 480.949.2427

18700 N. Hayden Rd., Suite 310

Scottsdale, AZ 85255

The Quantum Group® provides marketing, distribution, training, and support services for annuity and insurance products offered through licensed insurance carriers to financial professionals.

The Quantum Group, USA, LLC, an Arizona limited liability company. In CA, d/b/a Quantum Distribution & Insurance Services LLC. License # 0M85682. The Quantum Group, USA, LLC. is licensed in all states except Alaska and New York.

For producer use only.

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