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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Success! – You have submitted your survey responses.
Your customized report will be sent to the email address(es) you entered and the Financial Advisor whom supplied you with the access code.
Your report should arrive within the next few minutes but may take up to one day. Add firstname.lastname@example.org to your contacts list to ensure delivery.
*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.