eClips

This video, geared towards the prospect center, covers how to build an attained age Vol LTD plan using the takeover rules

This video, geared towards the prospect center, covers how to build an attained age Vol LTD plan using non-takeover rules.

This quick video demonstrates how to open the sharepoint folder in windows explorer for easy drag and drop of files and folders

This quick video demonstrates how to copy and paste the name convention for the files we save in Sharepoint

Launching (opening) a course in myLearning Navigator requires that a new window is opened. This process is called opening a "...

This recording will go over Solidify Enrolled Cases and the Implementation Workflow that surrounds them.

This quick video will demonstrate how to find the firm and financial advisor representing the client in Workbench

This quick video will demonstrate how to search for client's date of birth, residential address, beneficiaries - information th...

This short video will demonstrate how to search in Workbench for date of birth, residential address and beneficiaries.

This quick video will demonstrate how to identify an orphan account in Workbench