Broker Check

Insight Credit Union Team Portal

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Monthly Referral Leaderboard

´╗┐Summarized Referral Report

Referrer & Referral Details

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Select the Branch to Schedule an Appointment using our streamlined scheduling system

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Who should I refer? Ideal Referral Profile  (PDF)

What's In It for the Referrer? Referral Bonus Program  (PDF)

Who is my Advisor? Advisor Branch Assignment (PDF)

How do I schedule an Appt? Streamlined Scheduling Instructions (PDF)

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Training - Referral Quick Reference (PDF)

Training - Savers vs Investors (PDF)

Training - It's all About Relationships (PDF)

Training - Know your IRA Options (PDF)