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STRONGER Strategies for success 2015 Partner Conference togeth er Resources and Tools Brian Nicholson, Sr. Sales Relationship Manager Elizabeth Kaido, Sales Relationship Manager

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Page 1: Maximizing Resources in the BPAS Advisor Portal

STRONGER

Strategies for success

2015 Partner Conference

together

Resources and Tools

Brian Nicholson, Sr. Sales Relationship Manager

Elizabeth Kaido, Sales Relationship Manager

Page 2: Maximizing Resources in the BPAS Advisor Portal

2015 Partner ConferenceStronger Together

Resources and Tools

Participant Web

Roadways Proposal Videos

The BPAS Toolbox

BPAS.com/Options

Advisor Web Portal

http://toolbox.bpas.com/
https://retirementservices.bpas.com/servlet/PlanSponsorLoginServlet?PL=sponsor
http://www.bpas.com/options
http://www.bpas.com/r2r
Page 3: Maximizing Resources in the BPAS Advisor Portal

2015 Partner ConferenceStronger Together

The Participant Web Home Screen

The Participant website will be updated sometime in 2016 with a new look and feel.

These screen shots only represent ideas we are currently pursuing for the new look; the final version of the updated Participant website could be vastly different.

Page 4: Maximizing Resources in the BPAS Advisor Portal

2015 Partner ConferenceStronger Together

The Participant Web: Transactions

The Participant website will be updated sometime in 2016 with a new look and feel.

These screen shots only represent ideas that we are currently pursuing for the new look; the final version of the updated Participant website could be vastly different.

Page 5: Maximizing Resources in the BPAS Advisor Portal

2015 Partner ConferenceStronger Together

The Participant Web: Balances

The Participant website will be updated sometime in 2016 with a new look and feel.

These screen shots only represent ideas that we are currently pursuing for the new look; the final version of the updated Participant website could be vastly different.

Page 6: Maximizing Resources in the BPAS Advisor Portal

2015 Partner ConferenceStronger TogetherParticipant Web

Roadways Proposal Videos

The BPAS Toolbox

BPAS.com/Options

Advisor Web Portal

Resources and Tools

https://retirementservices.bpas.com/servlet/PlanSponsorLoginServlet?PL=sponsor
http://www.bpas.com/options
http://www.bpas.com/r2r
Page 7: Maximizing Resources in the BPAS Advisor Portal

2015 Partner ConferenceStronger Together

Questions

Brian NicholsonSenior Sales Relationship Manager, BPAS

Elizabeth KaidoSales Relationship Manger, BPAS

Thank you


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