- MyQuotes Webinar
- Generating a Report
- MyQuotes Demo (Protection)
- Selecting Your Commission (Wealth)
- Results Screen (Pension)
- Quoting by Target Pension
- Nominated Fund and Monetary Withdrawal
- Adding a Total Expected Payment (TEP)
- How do I quote for a Target Pension?
- What is the difference between a Quick Quote and Detailed Quote for a Pension Plan?
- How does the results screen differ on Pension Quotes?
- How do I add a single payment to a regular payment Pension quote?
General MyQuotes Use
- What happens when I submit a proposal from MyQuotes?
- How do I log into myQuotes?
- How do I use the commission capture feature?
- How do I include a Key Information Document (KID) in my report?
- How do I select a fund?
- How does my fund choice show in the results screen?