Monthly Elements Reviews

Many advisors deploy a monthly Elements review process with clients. This is done by monitoring a different Elements each month. The resources here will help you implement a process like this.
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This webinar recording shows advisors how they may implement a monthly Elements review process with their clients.

Email Templates: Verification Emails

Use these email templates to send to clients to gather needed information regarding an Element

Verification Email

Click the button below to download verification email templates for each Element
Download here

Email Templates: Reporting Emails

Use these email templates to send to clients after your review of the Element

Reporting Emails

Click the button below to download reporting email templates for each Element
Download here