Products & Tools
Offering a Broad Array of Products & Services
As you build your business to fit your preferences and your clients' unique needs, you'll have access to our broad array of products and services -- from basic investments and insurance to more complicated investment tools, portfolio reviews, high net worth programs, and market and economic analysis.Adding Value With State-of-the-Art Technology
We've made a commitment to provide you the advanced tools you need to better serve your clients and make your job easier.
Your workstation. We've developed a powerful system that holds hundreds of tools. It lets you quickly access information about your clients, the industry, the markets and economy, products and services, and specific investments.
Some of the tools we provide let you:
• Quickly analyze your clients' portfolio asset allocation and sector weightings of stocks, bonds and mutual funds
• Create reports to help your clients manage their investment portfolios
• Access our corporate intranet and retrieve current news and information as well as the full knowledge base of the Home Office
• Switch applications without having to re-enter data
• Access files when you're out of the office
Your own Web site. We'll give you your own Web site to help you market yourself and your business. You can customize your home page with:
• Your contact information
• Your photo and background
• Products and services you want to highlight
• Specific market or economic analysis
You can also use it to promote any seminars you plan to give.
Account access for clients. And we'll give your clients free online access to their account information, which can save you time by reducing the number of phone calls you receive.