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Advisor Resources

Remote Expert Access Presentation Tools ( 23 Files )

Files used by ObjectiView team members during Remote Expert Access Sessions with advisors and their clients.

Files that help you discuss why using ObjectiView is important ( 13 Files )

This section of the ObjectiView Back Office contains files that are educational in nature. Some are meant to be shared with your clients. The rest have been developed to help you more fully understand and effectively communicate the  extraordinary value properly acquiring and professionally managing indeterminate premium life insurance products delivers.

We invite your suggestions as to how to improve these documents and ideas for additional documents we could provide.