I hope this brief article finds that everyone is having a fantastic year, and we appreciate your business. I’d like to take a moment and give a short preview of the new Access Point platform, formerly known as Leaders University. Some of you may recall the old version of Leaders University where we housed many great resources and practice management tools. As a learning management system, it was a step in the right direction but lacked the correct technology platform to match our vision and bring meaningful value to our reps.
Through our relationship with our parent company, Simplicity Group, we have gained access to the ON24 platform as our own separate instance where Access Point will be housed. Logging into Access Point will replace the current Leaders University login portal. The resources behind that current website login will be transported to the new platform, such as documents, forms, and technology training.
Many of you have participated in Micah Hesting’s study groups over the last few years, and those recordings will be made available on the platform as well as several primary topic areas including:
Under the product information section, we will house the information you need to be successful in understanding the various broker-dealer product solutions as well as how to position them. This will include the following sub-categories: 401(k), IRA, Life Settlements, LTC, Premium Financing, Private Placement Life Insurance, RILAs, Variable Annuities, and Variable Universal Life.
We will continue to develop the platform, and we ask if you have interest in helping in a particular area you have expertise in to please contact Micah Hesting. Access Point is scheduled to launch in early July and will be followed by a comprehensive rollout where we will communicate the benefits each week in our Leaders Weekly email bulletin, so please be on the lookout!
Along with our great customer service at the broker-dealer, we strive to bring further value to you and your business. I believe Access Point will serve as a significant platform for you to continue to develop best practices, learn about products from your fellow reps, and enhance the service you provide to your customers.
Thank you for your business and for being a part of our broker-dealer.
