1 Getting Started. 1) Accessing Financial Compass. Gateway: Search for Financial Compass, click on link: Financial Compass. The home page will open:

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Essentials of Life Insurance (ExCEL) program, providing easily identifiable opportunities to explore customer needs and offer

1 1 Getting Started 1) Accessing Financial Compass Gateway: Search for Financial Compass, click on link: Financial Compass The home page will open: 2) Initial Steps Step #1) Become familiar with Home Page The pyramid aligns with the Exploring Concepts and Essentials of Life Insurance (ExCEL) program, providing easily identifiable opportunities to explore customer needs and offer simple solutions. Find a number of reports and calculators that apply to each of the topics by clicking on each link within the pyramid.

From anywhere in the tool, click on the Home icon to return to the Home Page: Step #2) Review Resources Watch the recorded webcasts that are available for useful topics and navigation

2 From anywhere in the tool, click on the Home icon to return to the Home Page: Step #2) Review Resources Watch the recorded webcasts that are available for useful topics and navigation tips: Step #3) Personalize Preferences By personalizing your Company Information, it will then appear on the title page of your presentations, which is covered further in Customer Presentations. From the Tools dropdown, select Company Information and fill in your information: Step #4) Personalize Product Assumptions for calculators You can update the Global Assumptions to align with your preferred presentation assumptions that will then be used in any calculators or analysis that you run. Default assumption numbers are already provided for you.

3 From the Tools dropdown, select Global Assumptions and enter your changes: 3) Using the tool with your processes One of the benefits to the tool is its versatility. There are many components that you can utilize and tailor into your business and processes. Education Library Graphic Analysis Calculators Templates Presentations

4) Save Favorites By clicking on the Star icon next to any report or calculator, it will be added in the Favorites section of the Dashboard providing quick and easy access.

4 4) Save Favorites By clicking on the Star icon next to any report or calculator, it will be added in the Favorites section of the Dashboard providing quick and easy access. Click on the Dashboard icon to access Favorites saved or recently saved customers. 5) Adhering to AFS, LLC Compliance rules All reports within Financial Compass have been reviewed by FINRA. All customized presentations generated for customers or prospective customers will be automatically routed to your FCP via . 6) Finding information about a topic Educational documents, templates, calculators, and needs analysis report materials are available. Search Tab:

5 By clicking on the search tab, you can enter topics such as life insurance, retirement, long term care, etc. (Uncheck the Search titles only box for more results). The search will run in the background; click the arrow icon search box. The search returns any pieces within Financial Compass on that topic. to minimize the Education Document: print and use as a resource and provide to the customer Graphical Analysis: input data to generate a graphical report Calculator: input data to generate a visual calculation Templates Tab: Allstate has put together recommended templates to use by topic. You can use the folders to locate recommended materials and calculators by topic:

6 Subject Tab: Under the Subject Tab, you can easily locate folders containing materials and calculators by topic. Click on the expand the topic into more refined subjects. icon to 7) Saving a customer Save customer information and inputs to access later, such as at their next annual review. Step #1) Under the Subject Tab, check the boxes next to each document or calculator that you want included (you can select individual boxes or folders for each topic) Step #2) Click the Save Client icon

Step #3) Enter the customer information to save. You are able to add a Description, such as 2016 Retirement Analysis. This feature allows you to have multiple client files for different analyses.

7 Step #3) Enter the customer information to save. You are able to add a Description, such as 2016 Retirement Analysis. This feature allows you to have multiple client files for different analyses. Use the Notes section to briefly add any special information you wish to record about this customer. When you have finished entering information into the dialogue box, click Save. 7) Retrieve a customers saved information to conduct an annual review Click the View Clients icon in the toolbar. Select the preferred customer file to open, and then click Open. The selected reports from the customer file display in the Report Selection window. Any data that you previously entered for this customer is included in all of the calculators, analytics, and reports.

8 Note: When you re-open the customers file, the customer's data you previously entered is applied to any new, updated reports. (For example, if there are new tax rules, the report is updated to reflect those new tax rules while using the previously entered customer data as inputs). 8) Resources available to learn more about the tool Help: The help drop down menu covers general topics, needs analysis, and calculators. Search: The search function can help find support on a question. If you are working in a calculator or needs analysis, click on the HELP icon on the left hand side of the screen for additional information on what inputs are needed. Advisys Support: Online chat is available for assistance with Advisys support team by clicking Click to Chat Now. If you still need assistance after those options, technical support is available Monday through Friday, from 7:30 am to 4:30 pm Pacific Time at either by: phone: (800) option 4 or ts.team@advisys.com.

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