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Welcome to The Total Advantage - Advisor Resource & How To Page

There are 5 sections on this training page.

  1. Recorded Training Webinars.

  2. Short Training Videos.

  3. Additional Verification & Validation Documents

  4. Tips & Tools

  5. You Can't Copy & Paste - Your PDF is Probably Locked - How to Un-lock a LOCKED PDF.

​Invest just a few hours: Don't let TAC be one of those tools you invest in and never use.  It's easy to learn, and the rewards are unlimited.  With just 2 to 40 hours of study, you can quickly learn how to use TAC and potentially double or triple your income.

IMPORTANT Video:  How to update TAC Software & Sample Files:  Click-Here

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Consider a portable monitor for your laptop so you can comfortably

social distance and still meet face to face.  Click on the image to

see the options at Amazon.  Be sure your choice has speakers for our videos.

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How To Get Illustration Data Into TAC.

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If You Use Minnesota Life - Symetra - PAC Life - Penn Mutual

Select This Video

All Other Insurance Companies

Select This Video.

Keep scrolling down, there is more information below.


We suggest that you download all of the documents below and save them in your TAC folder.

TIPS & Tools - Tap To Go To The Websites

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I Can't Copy & Paste - Your PDF May be Locked

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Get a 2nd Screen for Laptop

If you have a PDF and can't COPY & PASTE, your insurance company MAY have locked their PDF.  To unlock the PDF click on the button below and you will end up at a website that offers a FREE tool that will unlock your PDF.

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