The Virtual Assistant

Imagine. Your own Virtual Advisor Toolbox. Available 24/7.



The Virtual Assistant provides unlimited access to a complete library of financial tools and support materials. It supports producers regardless of their practice specialty, distribution channel or career stage; consequently, it is, of necessity, a very broad product. It is in essence a huge interactive library and, like a library, you will never use all the “books.” The Quick Guide below is designed to help you quickly identify the areas of the VSA that will be of most potential benefit to you. Simply roll your cursor over the topic for a brief “pop-up” overview of the content and/or click for additional information on the content in that section.

Click here to learn more and for a special 20% discount for Coastal producers.