Once you have set up your trial account you can start to take advantage of our Training and Support platforms.  

We are available 8am – 5pm CST at 800-854-6621.  You are welcome to give us a call anytime you have questions while working in the program.

We host live training sessions every weekday morning from 10am – 11am CST.  Monday – Thursday’s Power Hour is really geared towards our new users.  You are welcome to bring the files you are working on, or general questions about our program to these sessions.  

Friday’s Success in 60 will address more advanced planning strategies and any updates or enhancements we are planning to release in the program.  You can find links for these daily calls in the “Support” Locker, under the “Live Webinars” section.  I have also included those links below for your convenience.

You will also find strategy specific training videos in the “Case Studies” section of the “Training” Locker.  These videos will provide step by step instructions on showing strategies such as Annuities for Income, IRA to Roth Conversions, or Overfunded Life Insurance to name a few.   

We are here for you every step of the way to answer your questions and provide you with everything you need to succeed.  

Power Hour – https://zoom.us/j/510399994

Success in 60 – https://zoom.us/j/376514801

We look forward to working with you!