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Robert Regan

Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

1. Access your Edelman Managed Asset Account - EMAP - Access your Edelman Managed Asset Portfolio

2. Access Your Symmetry Portfolio Account - 1. Click on this link. 2. Enter your username (your six-digit account number) and password, click Submit. 3. First time users, your Social Security number without dashes (XXXXXXXXX) is your password. After you have logged in you will be asked to change your password and then confirm it.

4. Access Your Symmetry Retirement Plan with Trust Company of America - 1. Enter USER ID & PASSWORD, then click on "Participant Access" tab. 2. First time users enter your full Social Security Number (XXXXXXXXX) for your USER ID and the last four digits of your SSN for your PASSWORD. 3. First time users must confirm mailing address, account information and enter beneficiaries. 4. Be sure to enter your email address for confirmations, no paper statements will be mailed to you. 5. Accept the allocation of 98% to your choice of a Symmetry portfolio and 2% to cash. 6. After finishing the verification process you will have access to your account.

5. Access your ING retirement account - 1. Enter USER ID and PASSWORD 2. First time users click on the Sign Me Up link and complete the information required.

6. Access your John Hancock insurance policy - 1. Enter USER NAME and PASSWORD 2. First time users click Register Now button and complete the information required.

8. Access your Pacific Life insurance policy - 1. Enter USER ID and PASSWORD. 2. First time users click on First Time User button and complete the information required.

9. Access your Genworth life policy - 1. Click on Login to Access Your Policy link. 2. Enter USER NAME and PASSWORD. 3. First time users click on First Time Visitors button and complete the information required.

12. Access your American General policy or annuity - 1. Enter USER ID and PASSWORD. 2. First time users click on "Sign Up" and complete the information required.


The above links are provided for your information only. As they are provided by third parties, Regan Financial Group LLC does not endorse, nor accept any responsibility for the content. Regan Financial Group does not independently verify this information, nor do we guarantee its accuracy or completeness.

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 Regan Financial Group LLC is an Investment Adviser registered with the State of California. CA insurance license 0B07171

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.