NEW ACCOUNTS & ONBOARDING

Onboarding

Redcapture - Client Information

New Client Onboarding

Submit New Business

Pershing

Annuity

(RILA, VA, FIA)

Annuity

(Fixed, MYGA)

Additional Deposits

Mutual Fund

Direct

Pershing/SEI -

Death Claim

Life Insurance

Health Ins.

External or Internal Rep Change

Alternative