“How To” capsules | Quick tutorials
In recent weeks, our teams have worked tirelessly to develop tools to help you manage the new daily reality of non-face-to-face selling.
Simplifying your daily tasks and providing the best advisor experience are the primary objectives of our teams’ efforts.
That is why we’ve quickly developed and released our “How To” capsules. They provide a wealth of information about the tools you use every day.
In the weeks ahead, new “How To” capsules will be added regularly to the microsite. Be sure to visit frequently!
Update – Good Practices Guide – Electronic Signature
Good news, our Best practices guide – Electronic signature has been upgraded, with each tool now including an illustration of all eligibility criteria for electronic signing.
Tip: Before sending electronically signed documents, be sure to meet all of the detailed eligibility criteria in the guide. That way, you’ll prevent needless back-and-forths, and your documents can be processed expeditiously.
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