Financial Professionals Practice Portal

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Recruiting Materials
On-Boarding
RBC Forms
Brokerage (In-House) Forms
Insurance Agency Forms
Insurance Providers
Compliance Materials
Continued Education
Telephone Directories & Contacts
Regulatory Materials

ON-BOARDING MATERIALS

(Desktop)

POST-REGISTRATION:

Authorization for Direct Deposit (auto-type)

Business Card Request Form (Liberty Branded)

Business Card Request Form (DBA Branded)

Record Keeping (WPS’s effective – 01-01-21)

Continuing Education Needs Analysis (handwritten)

 

Brokerage (In-House) Forms

(Desktop)

 

ACCOUNT WORKSHEETS:

 
 
 

INSURANCE PROVIDERS

(Desktop)

VARIABLE ANNUITIES:

  • Axa Equitable 
  • Brighthouse (pending)
  • Equitable Distributors
  • Invesco
  • Jackson National Life
  • Lincoln Financial Group
  •  
  •  

CONTINUED EDUCATION MATERIALS

(Desktop)

 

Continuing Education Needs Analysis (handwritten)

QuestCE

RBC Forms Library
Broker Forms
Agency Forms
Compliance Documents
On-Boarding Material
Regulatory Documents
Telephone Directories and Contact Sheets

All links to other websites are provided herein strictly on an “as is” basis.  Liberty Associates, Inc. (“the Firm”) does not verify or monitor these outside websites or and assumes no responsibility for their content.  By selecting these links, the user agrees to accept them on an as such basis and agrees to holds the Firm harmless for all materials on these outside websites to the fullest extent allowable by the law.