Forms Doran Privacy PolicyOur commitment to your privacy statement. What is an Advisory ClientElaborates more of what it means to become an Advisory Client. Advisory AgreementAnnual Fee Payment Form Prescription Drug WorksheetYour list of prescriptions used to properly quote and determine the best plan for you. Scope of Sales Appointment FormCMS mandated form needed 48 hours prior to discussing your Medicare options. Financial Independence FormCreated by Paul Doran to help assist others to become financially independent. Bread Crumbs - A Valuable Information PacketA document created to keep all of your personal policies and contacts for family members when you are not capable. Advance DirectivesInstructions you give regarding your future care.
