Paychex Employee Benefits Resources

We are pleased to partner with Paychex to help deliver employee benefits to our registered reps:

•             Vision

•             Dental Insurance

•             Life Insurance

•             Disability Insurance

•             Health Insurance

•             401(k) and retirement

Please book a day/time via Calendly to review the PEO program for Kingswood advisors   (You can put 11111111111 into the Federal ID Number field to finish the appointment booking.).

Getting Started With Repertoire

Watch Video

Overview of Repertoire Commission System, Reports and Statements

Money Movement Rep Training

Watch Video

Explanation of the workflow system as it pertains to Money Movement.