Willing Wisdom Index – Confirmation
Your Estate Planning Checklist is on its way to the email addresses you specified. You may also generate a PDF of the checklist by clicking on the button below.
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Your customized report will be sent to the email address(es) you entered and the Financial Advisor whom supplied you with the access code.
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*When you click on the button above you will be taken to a new window where a PDF version of your report will be generated. You may print the PDF or SAVE it to your desktop. NOTE: To protect your privacy, the PDF cannot be retrieved. Once you close that window it will be gone.
If you would like another complimentary Survey Access Code for a family member or friend, please contact the advisor who introduced you to this exciting resource.