United First Financial. UFirst Live Webinars. Text Document. United First Financial Webinar Schedule. Course Descriptions. Agent Training. These webinars are designed to help train agents in entering a potential client's information into the Analysis software and submitting an application to the Home Office. Analysis Software and Paperwork Processing (6. A step- by- step training on how to enter information for a prospective client of the new Money Merge Account.
United First Financial exclusively offers the Money Merge Account System in the United States and Canada. UFirst Financial developed the system to help eliminate debt, cancel interest and build wealth.
It will also cover the activation process for the new Money Merge Account product line. New Agent Orientation (6. This training introduces the new Back Office and provides details about the various options on that site. It will also provide information on the Money Merge Account.
Is UFirst Financial's Money Merge Account Creating a Financial. I have proudly become an evangelist for the UFirst Money Merge Account. A reader recently sent an email asking about a program United First Financial runs called a Money Merge Account and whether it was. I am a Ufirst MMA owner.
Just Getting Started with the Bizpack Suite (1. This is a 4- week training series to help clients get the most from their Bizpack. Michael Montgomery will provide a corporate- approved Bizpack Orientation outlining the features and benefits of the program. Afterward, you can provide your prospective clients with your Bizpack replicated site URL to complete their sign up. Client Training. These three webinars are intended primarily for training our new clients in how to use their Money Merge Account system. This presentation includes instructions on initial set up of the system through the Activation Wizard, editing information, and recording transactions. Money Merge Account Program Banking Operations 2 (6.
This webinar will introduce the client to the concept of using their money with the Money Merge Account system. This will cover the techniques of moving money between accounts, the benefits of using different accounts as well as using a credit card to float expenses.
Money Merge Account Advanced Concepts 3 (6. This training builds upon the lessons learned in the two previous online training and is intended for those who have a good grasp on the basics of the program. We will show you how to use categories to compartmentalize your expenses. The true cost feature will be covered and the impact that it will have on purchase choices. We will cover different types of mortgages and their effect on the Money Merge Account program. Webinar Registration. To attend one of our webinars, please follow these steps to register (you can register as far in advance as you want): 1.
- Title: United First Financial. Description: United First Financial exclusively offers the Money Merge Account System in the United States.
- Enter cost of Money Merge account software Enter amount of free cash flow you have to prepay mortgage Average MMA cash balance x mortgage rate.
Enter your name and e- mail address on the registration page. At the scheduled time, click on that link to sign in. Note that all webinar start times are listed in Mountain time (MT). Note: The phone number is not toll free. Troubleshooting. This will allow you to access these trainings at your convenience, rather than being subject to a schedule. Also, if you are watching the webinar during Agent Support hours of operation (Monday to Friday, 6 a.
Mountain time) you will be able to have your questions answered via our Live Chat functionality. There will be no webinars held this week Go. To. Webinar Training for Bizpack Subscribers. Go. To. Meeting customer care provides training for their subscribers on how to use the Go. To. Meeting and Go. To. Webinar products. For Agents who have subscribed to Bizpack, you can attend live training (offered on a regular basis) or use a self- paced tutorial available 2.
Please note that these training webinars are provided by Go. To. Meeting customer care, if you experience any trouble with these trainings, please do not call Agent Support. You can reach Go.
To. Meeting customer care for help with these at (8. Go. To. Meeting. Go.
To. Meeting Live Trainings. Pacific time. Ten minutes before your preferred training time, click this link: http: //www. Audio details (both Vo. IP and telephone options) will be provided in the control panel once you have joined the meeting.
Go. To. Meeting Self- Paced Tutorial: https: //www. Pacific time. Ten minutes before your preferred training time, click this link: http: //www. Audio details (both Vo. IP and telephone options) will be provided in the control panel once you have joined the meeting. Go. To. Webinar for Advanced Organizers. Pacific time. To register and choose a date, click this link: https: //www.