The 6th Step provides financial advisors with an online estate planning solution for their clients ("NetLaw")
Netlaw Step6
What is it about?
The 6th Step provides financial advisors with an online estate planning solution for their clients ("NetLaw"). Whether in the office or on the go, associates can register clients and prospective clients providing them with instant access to NetLaw where they can complete a basic estate plan in about 20 minutes. Note that if you do not have a field trainer, marketing manager, or recruiter, simply enter the email address(es) of one or more people to whom you would like to have notifications sent each time you register a client or sell a NetLaw plan.
App Store Description
The 6th Step provides financial advisors with an online estate planning solution for their clients ("NetLaw"). Whether in the office or on the go, associates can register clients and prospective clients providing them with instant access to NetLaw where they can complete a basic estate plan in about 20 minutes. Note that if you do not have a field trainer, marketing manager, or recruiter, simply enter the email address(es) of one or more people to whom you would like to have notifications sent each time you register a client or sell a NetLaw plan.
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