Portal / Client Management
All documents must be submitted through your secure portal. For security reasons and proper tracking, documents cannot be submitted via fax or email.
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Tue, 7 Jun, 2016 at 4:43 PM
The leads in your Portal are not able to be downloaded in .csv or .xlsx format at this time. The Portal is a full management system to keep all notes, acti...
Thu, 14 Dec, 2017 at 9:48 AM
Each week we will have a different set of goals and tasks. We will be launching social media videos, social posts, emails, scripts, and more. Your cli...
Thu, 11 Feb, 2021 at 9:06 AM
We have created a base of Support Solutions to help you along with using your system. This base includes articles created for various topics and is ever gr...
Thu, 24 May, 2018 at 10:00 AM
You may run a rest or demo Presentation Pro in your Portal. Keep in mind, you should only follow the below is you are learning how to run Presentation Pro ...
Tue, 26 May, 2020 at 2:44 PM
Sooner or later every single advisor asks the same question, "How can I make quick upfront commissions?" The link below will take you to a 20 mi...
Wed, 19 Aug, 2020 at 9:01 AM
One of the tools at your disposal is ability to ask a question and share stories direct with Executive Management via your GMG Savings App. This is a great ...
Thu, 16 Apr, 2020 at 11:42 AM
If you are experiencing any delay in accessing our site, you can follow the below steps to potentially troubleshoot on your end. Taking these steps can g...
Tue, 6 Apr, 2021 at 3:19 PM
Client production updates are added to your portal as they are received from the production department.
You should be checking your portal routinely...
Thu, 10 Mar, 2016 at 11:24 AM
You may cancel a Discovery Call in your GMG Portal by following the steps below.
Step 1- Login to the Portal at Portal.GMGSavings.co...
Thu, 10 Nov, 2016 at 9:34 AM