Using JeffNat Proposals in your Practice
The JeffNat Variable Annuity Comparison Calculator allows advisors the ability to save and store their comparisons to a dashboard where they may then create customized, FINRA-approved proposals for their clients. Learn how to generate these proposals to help market your practice to clients and prospects.
In this brief 6 minute video, you'll learn:
- How to create a proposal;
- Navigating to your dashboard;
- Saving proposals to your dashboard;
- Editing comparisons/proposals; and
- Accessing saved proposals