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.). https://calendly.com/oasis-peo/kingswood
Getting Started With Repertoire
Overview of Repertoire Commission System, Reports and Statements
Money Movement Rep Training
Explanation of the workflow system as it pertains to Money Movement.