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Videos:

This page contains training videos on our client processes.  It's vital that our Associates learn these systems.  Read the description for each. 

Budget Worksheet

Beneficiary forms system.  Click image or here to download.

budeget screen shot.jpg

click here on on the image to download the pdf.

Understanding Universal Life.

08/31/20

How to explain the financial house to clients.

An easy way for anyone to explain what mutual funds are and how they work.  01/29/21

The Mobile FNA Training 1

09/10/20

Spanish presentation and instructions.  click image to download pdf.   02/19/21

Mobile FNA steps.  Click  image to download.

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