Online Training Videos
Having Trouble?
- Enabling Macros (0:55 min)
Financial Calculators Videos
- Bond Value Calculator (4:00 min)
- Social Security Calculator (4:30 min)
Forever Fund Lifetime Income Videos
- Overview (17:20 min)
- The Client Information screen and setting immediate annuity factors (3:55 min)
- Determining a plan duration and selecting a fund model (4:40 min)
Fortune Teller EIA Historical Comparison Videos
- Overview (4:20 min)
- How to download updated stock market index values (3:40 min)
- Do side-by-side comparisons of the same crediting method or three different methods (3:30 min)
- Show performance of one crediting method over three different time periods (2:20 min)
- Illustrate the division of premium among three strategies within one product (2:10 min)
Match Up Annuity Comparison Program Videos
- Overview (12:00 min)
Roth Conversion Videos
- Overview (12:00 min)
Zeros Win EIA Game Videos
- Overview (13:20 min)
