The purpose of this webinar is to remind you of some key concepts from your Advisor Portal training. During this webinar, we will cover important functionality including:
Questions during the webinar: You will have an opporunity to ask questions throughout the webinar using the chat feature. Any questions we are not able to respond to will be addressed in a follow-up communication.
Questions after the webinar: Please direct any questions you have to the Advisor Portal mailbox.
Survey: You will receive a survey link shortly after the session. Please take the time to provide us with your feedback.
If possible, please attend this session as a group either with your team or office to help avoid technical issues due to capacity.