Documents on a Disk™
Documents on a Disk (DOD) is the financial industry's most extensive specimen documentation system, containing 1,542.
Specimen documents organized in 233 document sets, including 68 Flow Charts. DOD includes every buy-sell, COLI, split dollar, estate, charitable, and trust document in use today. Myles Financial uses this trusted tool to support our Valued Partners, both providing the documents you need to enable your own processes, as well as share information with our team when working with mutual clients.
Already a Myles Valued Partner? Click here to access the Documents on a Disk database.