Video Tutorials

General Overview

Check out our core features

Client Risk Questionnaire

Learn how to use and setup the client risk questionnaire

Initial Setup and Configuration

Learn how easy it is to setup your system for use (the account settings tab)

Unique Marketing Buttons

Learn how to create a unique image/button to use for marketing

OnPointe 3-Bucket Sales Tool

Learn about the 3-bucket sales tool

Overview of FIA Illustrator

Learn how to use FIA Illustrator

Create Custom Reports

Learn how to create custom reports for exporting and use with clients

Upload Custom Assets

Learn how to upload custom assets (unique manager returns)

How an FIA can lower the Risk Score

Learn how using Fixed Indexed Annuities in a portfolio can lower the overall risk score.

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