New Web Site, New Login! – Financial Professionals Only
In order to take advantage of our site’s great new features, financial professionals are required to complete a simple registration process to gain access. Site registration is required for both first-time users and returning financial professionals who previously had login credentials.
The reason for this requirement is the creation of additional site functionality, including:
- Easier ways to manage your book of business
- More information on training and appointment status
- Expanded "new business" notifications
- A new marketing literature ordering system
- A quick username and password reset process
Registration is easy.
- Click the "Login" link under the "Financial Professionals" tab at the top-center of your browser.
- Enter the required personal information and click "Continue."
- Create a User name and Password and click "Continue."
That's it. Once your registration is complete, you will receive an e-mail confirming your new credentials. Enjoy the new site!