Log in to RightBRIDGE Product Profiler using your credentials.

Click Create a New Case to create a new item.

There are five sections to be configured. Fill out required details in the given questionnaire.

Fill out the fields in the Client Information section:

First Name - enter the first name of the client.

Last Name - enter the last name of the client.

Case Description - describe the case.

Age - enter the age of the client.

Marital Status - click appropriate button to select marital status.

Employment Status - select the status from the dropdown.

Click Next -> to continue to the next section.

In the Objective section:

Select the Purpose of the investment -

• Retirement or

• Other Non-qualified Need.

Enter the Client Retirement Age.

Select the Method to use to determine the client’s time horizon -

• Use Distance To Retirement or

• Specify Number of Years.

Select the Retirement goal type -

• Use a Percent of Earned Income or

• Use a Dollar Amount.

Select the Retirement income goal method -

• Spend down all my investment assets or

• Use a percentage of assets each year.

Select the Retirement contributions -

• Percentage

• Dollar Amount or

• No Contribution.

Specify, if the plan offers a Matching contributions -

• Match Unavailable

• Maximized

• Not Maximized or

• Don’t know.

Click Next -> to continue to the next section.

In the Rollover section:

Specify if the client have assets that he/she may consider rolling over:

• No Assets to Rollover or

• Add Rollover Account.

Search for a plan to proceed by choosing from the dropdown or using the Search function.

Click Add if additional Rollover Account is required.

Click Next -> to continue to the next section.

In the Income/Assets section:

Enter details of All income streams for the household.

Click Add, select Spouse, and enter the spouse’s income.

Select how to handle Social security benefits -

• System Estimate

• Specified Benefit or

• Not Included.

Select how to enter the information about the client’s current assets and holdings -

• I will enter a lump sum or

• I will enter all the individual accounts.

Enter the Total Investable Assets.

Enter the Total Liquid Net Worth.

Select the After-tax growth rate for these assets.

Click Next -> to continue to the next section.

Fill out the fields in the Client Preferences section:

Fill out the questionnaire. It will help to to detect what products to offer.

Click Submit.

A list of different products is displayed. Depending on the questionnaire results, RightBRIDGE scored them.

• The most applicable are in green (Mutual Funds/UITs and Annuity Accumulation),

• Good - in yellow (Annuity with Lifetime Income), and

• Unsuitable - in red.

Click Choose Annuities to go the annuity path.

click Select Investments to go the investment path or

click Insurance to go the insurance path (not available in this example).

Choose the product and click the Details.

The Details screen shows the compliance level and description.

Click Close to go back to the product list.

Advisor can download the report (click Download Report) and show it to the client, and a copy is sent to the Docupace.

A list of the product profiler is available. Some firms do require this document to be included.

In this example click Choose Annuities. It will open the Annuity wizard. It will ask a series of questions that help to choose which annuity client should buy.

The Annuity wizard opens the page with partially prefilled information. Fill out the other fields.

Click Evaluate Annuities when finished.

The wizard shows a list of available annuities, based on the entered information.

• The most applicable are marked in green and with checkmark.

• Good - in yellow and with exclamation mark.

Choose the annuity and click the Details.

The Details screen shows the compliance level of selected annuity, and advisable (green), neutral (blue) or negative (red) concerns it has. This is a tool that Advisor has to explain to the client.

Click Close to go back to the annuities list.

Click Select to purchase the relevant Annuity product.

Enter the notes and click Save.

There are two options available:

• Start Paper Application (The wizard opens the landing page with the paper forms)

• Start eApplication.

Click Start eApplication to integrate the RightBRIDGE product with Docupace. With the SSO the Docupace Starting Point opens. Data from RightBRIDGE feeds the Docupace and prepopulates values in Docupace Starting Point.