by Taylor Brown | Jul 30, 2025 | How-to Videos, Support
Once set up, plan default settings will be applied to new plans automatically upon their creation in the adviser dashboard. First, navigate to settings, then find plan defaults. This page is where you may determine default settings. The first option is enrollment...
by Taylor Brown | Jul 30, 2025 | How-to Videos, Support
Once your iJoin account is licensed for EXPLORE, you can enable this feature across any number of plans in your system. When enabled for a plan, the functionality becomes an integrated component of your iJoin user experience without the need to install or maintain an...
by Natalie Harris | Jul 18, 2025 | Uncategorized
You must be logged in to access our Partner Marketing Resources.
Recent Comments