January 24, 2019
Allocation Changes Made Simple!
Hanlon is proud to announce improvements to our Advisor Portal making it even easier for you to process Allocation Changes for Managed Accounts!
After logging into the platform all you need to do is click the Service an Account Button and select the Automated Allocation Change. This is what it looks like:
The Automated Allocation Change workflow will guide you through the process from selecting the desired account, making the allocation changes and populating the forms. Watch the below video for a quick & easy demo showing Hanlon Managed Account Platform - Automated Allocation Change!
Have a Variable Annuity Account that needs an Allocation Change? Our new simplified VA Allocation Change Form is available under the Manual Account Servicing button shown above!

Excited about the changes? There’s more to come! We will continue to work to deliver the full electronic, paperless Account Opening & Servicing experience! Stay tuned for more details.
Have Questions or Need Help? Our Service Team is here to help and support you! Call (888) 641-7100 or email us at ServiceTeam1@Hanlon.com for assistance.
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