Cloud-Based Documents On A Disk
Cloud-Based Documents On A Disk
DOD
Cloud-Based Documents On A Disk
$399.00
$12.95/month
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. To learn more about the plans and concepts supported by DOD, go to
www.documentsonadisk.com. Here, you can get FREE access to the Highlights of the Plan for each of the 233 document sets and also watch training videos that will further explain each concept.
Read about Richard C. Baier, JD, CLU, ChFC, FLMI, the author of the specimen documents in DOD.

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 advisor (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).

To learn more about the plans and concepts supported by DOD, go to www.documentsonadisk.com. Here, you can get FREE access to the Highlights of the Plan for each of the 233 document sets and also watch training videos that will further explain each concept.