Adding/Removing Benefits Modules

Edited

Click here for click-by-click instructions with screenshots of each step or read on for the key points...


  1. Click on Enable Products/Modules

  2. Click on Benefits Counselor/ALEX Go to open up the list of modules.

  3. Check/uncheck benefits to add/remove them from the configuration.

Most benefits will appear under the Insurance menu. Retirement and Tax Savings content will appear under the Accounts menu. Text-Only modules will appear under the More Benefits menu.

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