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.

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