Advocate Forms

Advocate graphics and documents can be downloaded right here. If you cannot find documents that you feel you need or want, please contact our Advocate Coordinator at adv@protectedtomorrows.com.


Advocate Ads

Advocate Licensee Logo

Marketing Materials


Advocate Training Tools & Tips


Quality Assurance

Prospect Meeting / Client Engagement Documents
Articles

Stage 1 – Take a Candid Look™ Documents

Stage 2 – Create the Future Map™ Documents

Stage 3 – Filter the Legal Options™ Documents

Stage 4 – Capture Potential Benefits™ Documents

Stage 5 – Document the Wonder™ Document

Stage 6 – Begin the Transition™ Documents

Stage 7 – Fund the Future™ Documents

Stage 8 – Review and Renew™ Documents