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I would prefer that the fill in templates be free of charge. The one used is great and I would hope to find another one as such. Easy to use formatting and site.
2018-03-23
Had a few difficulties with the process, but was able to sort it out after a little experimentation. I would like the ability to vary the size of signatures. I also tried to change the date format and set a new default but it didn't seem to work.
Overall, I was ok with the program but I really didn't find it fitted my purposes.
2020-04-04
Very helpful staff
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2020-03-30
I signed up for a subscription but only needed it for one document. I canceled but was charged again a month later. I canceled again and contacted customer service. They said the first cancellation must not have completed but refunded me the money. That is great customer service. I will definitely use them again.
2023-01-30
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very easy to use to allow online completion of forms
2022-05-23
I'd be interested in a WEBnar but I'm a disabled WWII VET and can't drive anymore! Youve made my computer operations easier for an old man!, Thanks, Bob Reynolds (ROBERT)
2022-04-13
Customer service rep was very helpful…
Customer service rep was very helpful with a billing issue. He researched my request and provided a prompt resolution. Would definitely use and recommend this service because of their superior customer service.
2021-11-15
User friendly
The interface is fairly easy to use, and there's a wide range of things to do with your document once your are finished. It's a bit pricey, but for the limited things I've needed so far, PDFFiller has been able to deliver.
2021-04-21
I'm still learning! It's been really helpful working from home. It could be a little bit more user friendly, I had to start using it suddenly due to being quarantined,
2020-07-22
Embed Type in the Split Dollar Agreement Feature
The Embed Type feature in the Split Dollar Agreement streamlines your financial planning. This tool allows you to seamlessly integrate split dollar life insurance agreements into your overall strategy, ensuring comprehensive coverage and financial clarity.
Key Features
Flexible integration options for different financial plans
User-friendly interface for easy setup and management
Supports various funding methods and structures
Comprehensive documentation and support resources
Real-time updates to keep all parties informed
Potential Use Cases and Benefits
Ideal for business owners seeking to attract and retain key employees
Useful for families wanting to secure financial protection during estate planning
Helps professionals manage their split dollar arrangements efficiently
Facilitates clear communication between policyholders and beneficiaries
Enhances financial transparency and decision-making
By choosing the Embed Type feature, you can address complex financial scenarios more effectively. This tool not only simplifies the management of split dollar agreements, but also provides clarity and efficiency that can resolve your concerns about financial security and planning.
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