Saved Products

The Saved Products feature helps you organize and track annuity products you're considering for your clients. Build collections, add notes, and quickly access products when you need them. Saving Products To save a product, click the bookmark icon on any product card in your search results. You'll see a confirmation that the product has been saved. Accessing Saved Products Navigate to Saved in the sidebar to view all your saved products. Products are organized by when you saved them, with the most recent at the top. Organizing with Collections Create collections to organize products by client, strategy, or any criteria you choose: Click New Collection to create a folder Drag products into collections or use the move action Rename or delete collections as needed Adding Notes Click on any saved product to add private notes. Notes are only visible to you and can include: Client-specific considerations Comparison highlights Follow-up reminders Quick Actions From your saved products, you can quickly: Generate a comparison report View detailed product information Share products with team members Remove products you no longer need