FAQs

Can I make changes to a completed client RoadMap?
Question: “We've completed a RoadMap for a client, but now their situation has changed. Can we just make changes to the RoadMap?” Answer: Th...
Tue, 27 Oct, 2020 at 10:27 AM
Do I have to create i65 RoadMaps/order a consultation for each spouse?
Question: I have a couple coming into my office that would like my help with Medicare. Do I have to run both individuals through i65 or can I just do on...
Thu, 30 Sep, 2021 at 1:45 PM
Reset Your i65 Password
Did you forget your i65 password?  Not a problem!   Just follow these steps: Click the "Log In" link at www.i65.com Click on the "Forgot ...
Mon, 20 Jul, 2020 at 2:42 PM
i65 Tech and Security Documentation
You can easily access the latest i65 tech documentation through the RESOURCES section of i65. Click on the RESOURCES tab, than click on the "i65-Re...
Fri, 11 Mar, 2022 at 10:53 AM
Resending Client Invitation Emails to Complete i65 Reports
QUESTION:  "I have a client who never completed her needs assessment. She tried to do that today, but the link in that email is now expired. Do those ...
Wed, 25 May, 2022 at 9:27 AM
How do I give my clients access to i65? How do clients set up i65 accounts?
Some advisors want their clients access to be able to log into i65 to view and download their reports. How do you do this? OPTION #1 — WHEN REVIEWIN...
Wed, 18 Jan, 2023 at 1:28 PM