FAQs
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
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
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
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
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
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