Navy Federal Investment Services has partnered with Asset-Map to provide their clients a single page visual of their finances and facilitate leading with advice. This page is designed to provide a series of resources to ensure an exceptional experience for you and your clients.
Please note, recordings are typically available 1-4 days after a live session has ended.
View RecordingsShow off your new tech to your clients! Download a custom branded Navy Federal Investment Services / Asset-Map flyer, send it out and let them know what you can do for them with Asset-Map!
Get Custom Flyer
Our success team worked directly with Navy Federal leaders to create military specific Stencils. Overlay these powerful Stencils on
an Asset-Map to ask the right questions, save time and uncover hidden treasures!
Learn best practices and tips to help you use the Discovery Online Interview, and drive better client/prospect participation while
cutting down on data entry. Here, you'll also find a 70-second long -Navy Federal branded - marketing video, which introduces the
Discovery process, shows your clients/prospects how your use of Asset-Map puts you ahead of the pack, and helps to accelerate the
advice process.
