LESSON 14 ADVISOR SUPPORT

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Across
  1. 3. They do not sell and have viewing access only in SSC
  2. 7. These agents sell only Principal Products
  3. 8. These Managers service Institutional Clients
  4. 10. Refers to Agents and Brokers
  5. 12. Information is available for them under Key Business tools on the Advisor Portal
Down
  1. 1. They are not Principal employees but they have access to RIS Contracts
  2. 2. These Administrators charge their clients a service fee so the Employer does not have to submit data (2 words)
  3. 4. Their Contract Lists are based on this, a CGS Security Module
  4. 5. These people with sales roles are not given access to client information via EFP.
  5. 6. The landing page for SSC is located here
  6. 9. This is the type of login Reps use
  7. 11. Advisors can access this from the Customer List page on the left.