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We Want Your Feedback!
What are your thoughts on Estate Docs Pro?
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?
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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?
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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?
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Extremely useful.
Is there anything else you'd like to share about your experience?
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IF YOU HAVE ANY QUESTIONS, PLEASE CALL US AT 800.440.1088
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Home
Our Story
Ron Shurts
Meet the Team
Our Services
Integrated Business Development
Insurance Solutions
Strategic Marketing & Client Aquisition
Streamlined Operations & Technology
Advanced Planning & Portfolio Solutions
Additional Resources
Blog
FAQs
Careers
Contact
Advisor Login
Kyle Pesch
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James Jacobson
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Kayden Meyersick
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Stephanie Smith
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Windy Nash
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Lauren Edwards
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Kari Osep
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Brandon Olson
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Dalton Sneed
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Kyle Pesch
VP of Advisor Development
James Jacobson
Director of Strategic Accounts
Kayden Meyersick
Director of Business Development
Stephanie Smith
Senior Account Manager
Windy Nash
Senior Account Manager
Chase Koester
VP of Life & LTC Insurance
Lauren Edwards
Senior Account Manager
Kari Osep
Director of Advisor Relations
Brandon Olson
Director of Business Development
Dalton Sneed
Director of Business Development
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