Life and Financial

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iGo/AlphaTrust eSignature Integration Demonstration

Cristin DickeyBorn in and raised in Maryland, educated in Utah, and new to Texas, Cristin is a purveyor of...
1 – How To Start A Case In iGO
2 – How To Complete A Case In Good Order
3 – How To Navigate the Case Dashboard In iGO
4 – How To Lock A Case In The iGO eApp
5 – How to unlock a case in the iGo eApp
6 – How to check the status of a case in iGo
7 – How to resend an e-signature email in iGo
8 – How to view and print an application in iGo
9 – How to locate a pin in iGo
10 – How to e-sign an application using email
11 – How to e-sign an application using face-to-face
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Annuity Basics
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Mastering Event Marketing
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Living Benefits
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SBLI
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Indexed Annuity GLWB
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College Planning

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Pension Maximization

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Client Review

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Legacy Building

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Retirement Planning

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Annuity Maximization

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Business Buy/Sell

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Retirement Planning

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Intro to Viva Life
Fixed Indexed Annuities 101
Mutual of Omaha Life Portfolio
Maximize Your OEP / AEP Enrollment Profits
Increase Your Business With Policy Review

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