Susan Raikes
Part I - Background
Part II - Data Entry
Part III - Document Retrieval
Part IV - Asset Funding
~ Click on a cover page. When the page opens, place cursor on center right of image. Click on arrow that appears to turn pages. ~
~ Advisor Access Code Needed to Process ~
970-420-9018
Click on screen for video
Click on screen for video
Get all your questions answered!
An Alliance Partner, a person trained and experienced in the
estate planning process will answer all your questions.
presentation for a single person
presentation for a married couple