Logo
Submit a request
Please note: Our offices will be closed Monday the 30th of May, 2022 in observance of the Memorial Day holiday.

How can we help?

  1. Circle of Wealth Support
  2. Circle of Wealth®
  3. How To Videos

How To Videos

  • ★ Import Contact cow4 File
  • Scenario Selections- Getting to know your PEM
  • Protection Tools- Getting to know your PEM
  • How to export a Spending Game Scenario to share with another COW Subscriber
  • How to export a contact record to share with another COW Subscriber
  • Copy and Paste from Word to Report Builder
  • Add an Image in Report Builder
  • Personalize the MCP Tank to represent a Major Capital Purchase of your choosing
  • How to convert Power Point slides to images and import them for use in Presentation Builder
  • Report Builder Overview
  • Retirement Read or Not- adding Spouse Income after retirement
  • Pop Up Options and open another screen
  • Add my "Pushpin" to the Referral Center Map
  • How to Turn on Contact Privacy Mode
  • How to Add or Remove Favorites
  • Retirement Ready or Not Show Company Match
  • Retirement Ready or Not Functionality Walk-Through
  • How to Change to Canadian Culture & List of What Changes
  • Draw Tool Tutorial
  • Help On this Screen
  • Pop-up Presentations & Screens
  • Send Communication Profile Code via CP Gateway
  • Contact Data Tab
  • PEM Functionality & Linked Presentations
  • Contacts Adding To-dos Notes Activity Ledger Privacy & Printing PDF Report
  • How to Use Custom Presentation Builder
  • RRoN Understanding Reverse Mortgage Estimator

© Circle of Wealth Support