Administration
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IMPORTANT CONTACT INFO
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How to Track Business & Use Google Tracker (5:46)
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How To Fill Out A KYC & Trade Ticket (8:48)
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How To Fill Out an Insurance Sales Package
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How to Find Sign and Upload an Amendment and Deliver Policy
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How to complete an investment transfer
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How to Use Docusign
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Esignature Requirements - Ivari, IA & Equitable (2:41)
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How to include summary page on Docusign when trying to save all documents in one PDF
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How to Find Forms & Where to Find Contact Info for Product Providers (4:45)
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How To Find Fax Information for Transfers & How to Use Fax Plus (4:22)
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iA My Client Space Setup Guide & Online Access Instructions via Email
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Changing Beneficiary for IA - Insurance & Investments (3:04)
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Changing Beneficiary for Ivari (3:35)
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Change Beneficiary on Equitable
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How to Use Dealer Connect (3:13)
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How To Check Commission Statements
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Assure&Go-How to Follow Up on Business
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IA Financial-How to Change Investments in UL
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How to Create a Help Case (1:52)
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How to Find Message Center - My Folder in MyWFG - for EO Insurance and Tax Receipts (0:51)
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Launch & MyWFG Reinstatements
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Product Partner Directory for Transfers & Company Rep Information
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Link to Fax Cover Letters, LOD, LOI, etc.
