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