AEC has updates to Annuity Onboarding Action Plans, Life Marketing, Annuity Recruiting, and AEWM Marketing

Impacted Teams:

Annuity Marketing & Recruiting AEWM Marketing Life VP & Marketing

 

General AEC User

Here’s what you can expect:

Annuity Onboarding Action Plan

Updated the onboarding action plan to align with the new onboarding process.

• Added a ‘Request Fast Start Marketing Kit from creative as needed’ link to the AExtras task comment section.

• Removed Creative Discovery Form.

• Renamed ‘Creative Call’ task to ‘Creative Transition Call.’

• The comment section will now include the following: Schedule during personal discovery call with all other onboarding calls for quick start services. Include the personal discovery call alongside all other onboarding calls for a seamless Quick Start experience. Once an advisor reaches $1M, AECS will begin tracking, and a Senior Account Manager will reach out to schedule the full creative onboarding.

Life Marketing

• Added a Life Action Plans template to Advisor Records to streamline onboarding tasks for the Life Marketing Team. This action plan can be created by selecting the ‘New Plan’ button on the Action Plans tab on Advisor records.

AEWM Marketing

• Updated the dashboard to align with the needs of the AEWM Marketing team.

• A filter for VP was added at the top of the dashboard.