iBexus Annuity How to Guide

Product Training:

  1. Go to https://successce.com/ibexis/
  2. Click on the red button that reads “Course Catalog.”
  3. The FIA Plus and MYGA Plus Product Training courses will populate. Select which course you would like to complete.
  4. In the powder blue bar, on the right, click on “Add to Cart” (You DO NOT need to Select a State)
  5. Click on the orange button that reads “View Cart.”
  6. At the bottom of the page, you need to “Log In” OR “Create Account”. If you forgot your password, you could easily reset it here as well.
  7. Once you logged in or established an account, click the green button that reads “Complete Your Order.”
  8. Now you are ready to take the course.
  9. The course is approximately 28 slides (for FIA Plus) or 16 slides (for MYGA Plus) for you to go through. To advance to the next slide, simply click on the blue arrow on the bottom right.
  10. Once you have reviewed all the slides, click the “Submit” button on the top right corner.
  11. Now you will be able to get your Certificate of Completion.
  12. Please print or save to PDF a copy of your certificate for future reference.

Submission Options: (make sure all training requirements are met)

·Ibexis is E-app only through Firelight.
·For sales support: (866) 376-1669.

Illustrations and Marketing Support:

·Please contact your immediate up line or a member of the OAKTREE Annuity marketing team at 888-591-1341

Agent Contract Submission:

·All agent contracts should be emailed to csimpson@otfc.com or faxed to 276-591-1344.