training

Agent Portal

Chapters

Agent Dashboard

Explore how to navigate your Agent Portal, how to use the Book of Business tool, Turning 65 Tracker, and how to edit your account information.

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Agent Dashboard
1:36
Beginner 
Book of Business

Explore how to navigate your Agent Portal, how to use the Book of Business tool, Turning 65 Tracker, and how to edit your account information.

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Book of Business
2:29
Beginner 
Turning 65

Explore how to navigate your Agent Portal, how to use the Book of Business tool, Turning 65 Tracker, and how to edit your account information.

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Turning 65
1:48
Beginner 
Agent Profile

Explore how to navigate your Agent Portal, how to use the Book of Business tool, Turning 65 Tracker, and how to edit your account information.

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Agent Profile
2:33
Beginner 
Message Feature

Explore how to navigate your Agent Portal, how to use the Book of Business tool, Turning 65 Tracker, and how to edit your account information.

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Message Feature
3:12
Beginner 
How to Send an Invite

Videos include instructions on navigating the onboarding dashboard, sending an invitation, completing the application, and using the upline dashboard.

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How to Send an Invite
2:58
Beginner 

Chapters

Agent Dashboard
Book of Business
Turning 65
Agent Profile
Message Feature
How to Send an Invite
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