OnPointe Risk Analyzer
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Video Tutorials

  • OnPointe 3-Bucket Sales Tool
  • Overview of FIA Illustrator
  • General Overview
  • Client Risk Questionnaire
  • Initial Setup and Configuration
  • Unique Marketing Buttons
  • Upload Custom Assets
  • Create Custom Reports
  • How Fixed Indexed Annuities (FIAs) lower overall risk score

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  • Risk Score
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