Copying an Application

Kristen Hart

Created Jul 18, 2024

Copying an Application

45
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Copying an e-Application

1 Step
1

Log into Advisor HQ, select the Annuity Tab, and Click on 'Click Here to Login to Firelight'

Log into Advisor HQ, select the Annuity Tab, and Click on 'Click Here to Login to Firelight'
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Welcome to Firelight

9 Steps
2

Click on All Activities

Click on All Activities
3

Find the Application and Click on Copy

Find the Application and Click on Copy
4

Click on 'Copy with Changes' to change Jurisdiction, Carrier or Product

Click on 'Copy with Changes' to change Jurisdiction, Carrier or Product
5

Re-Select your Jurisdiction, Carrier and Product

Re-Select your Jurisdiction, Carrier and Product
6

Select Nationwide

Select Nationwide
7

Click on Fixed Indexed Annuity Nationwide Nationwide New Heights Select 9 A

Click on Fixed Indexed Annuity Nationwide Nationwide New Heights Select 9 A
8

Click on Create

Click on Create
9

Rename your Application

Rename your Application
10

Click on Create

Click on Create
Well done!
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