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