Cloud-Based Documents On A Disk
Cloud-Based Documents On A Disk™ (DOD) will help you prospect for new customers AND sell bigger cases to existing clients.
DOD is the financial industry's most extensive specimen documentation system! There’s simply no other product like it. DOD contains well over 1,500 specimen documents organized in 233 document sets including 68 Flow Charts. DOD includes every buy-sell, COLI, split dollar, estate, charitable, and trust document imaginable along with document sets supporting new, powerful planning concepts that only a tiny percentage of the financial community understand.
Read about Richard C. Baier, JD, CLU, ChFC, FLMI, the author of the specimen documents in DOD.
Your System comes with Hitchhiker®, a customized web app (with your contact information), containing an overview of the legal documents in your Documents On A Disk library. This website can be shared with other financial advisors who can read the overviews and submit a request to you for the corresponding documents in DOD. This creates a relationship between you and the financial advisors to develop joint opportunities.
Documents On A Disk (Home Page)
Documents On A Disk (Home Page)
You also get your own Hitchhiker App:
The Hitchhiker App can help you with prospecting for new customers. How? The Hitchhiker App allows you to create your own customized document library website for use by other financial advisors (CPA's, attorneys). More importantly, this website is designed so the financial advisors that use it must come back to you to get the full set of plan implementation documents (providing the perfect opportunity for you to suggest your product line for use with their clients).
List of Documents
Sample Output
Sample Output
