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

File download instructions

PC Users: Right click on link and select “Save Target As.”
Mac Users: Control click on link and select “Save Link to Disk.”

Advocate Ads

Advocate Licensee Logo

Marketing Materials

Advocate Training Tools & Tips

Quality Assurance

Speech Documents

Prospect Meeting / Client Engagement Documents

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™ Documents

Stage 6 – Begin the Transition™ Documents

Stage 7 – Fund the Future™ Documents

Stage 8 – Review and Renew™ Documents