AVP Getting Setup with the following: Sign-up Form & Payment Option Personal Profile on Merrill

1. AVP Getting Setup with the following: Sign-up Form & Payment Option Personal Profile on Merrill AVP Mailing List on Merrill

2. Getting Started with the AVP Step 1: Locate the AVP Sign-up sheet in your AVP packet (see your OA) or Online at: CBAgentinfo.com Click on DOWNLOADS Click on AGENT RESOURCES Sign-up before or by November 30, 2006 Select your payment option Submit the form with payment to your OA

3. Getting Started with the AVP Mailers Step 2: • There are (5) methods to setup your Mailing List on Merrill. Select the one that suits you best: • Manually Enter Names into a list and name it AVP • Transfer or Upload Your List and name it AVP • Self-Help Optionto Transfer/Download List and name it AVP • Customer Service Resource Line on Merrill • Move Names from Existing List on Merrill to a new list and name it AVP

4. The Following Demonstrates the Manually Entering of Names to Your AVP List on Merrill

5. Login to Merrill Site Forgot Login? Call or Email

6. Click Here to First Update Your Personal Profile on Merrill

7. Click Personal Profile to Make sure all contact Information is current. Click Here to Access, View and Edit Profile

8. Upload Your Photo Here Note: What You Enter in These Fields Will be Imprints on Your Mailers & Marketing Pieces You MUST click [Save Changes] For your information to be stored.

9. Click Mailing List to Create/Add/Edit your AVP Mailing List

10. If this is your first list. Enter AVP as list name. Be Sure this Box is Checked to Include on your Mailers Hit Submit to Add and Enter More Names

11. Check (or Uncheck) to Select Names to Send (or Not Send) to on Your List as Needed Your Newly Added Name to Your List

12. The Following Demonstrates the Transfer or Upload Your List to the AVP on Merrill

13. To be able to transfer/upload List, you must first make a new List, naming it AVP

14. Click Here to Import a Mailing List You Have Elsewhere to Merrill

15. Click on the AVP Tab Click Browse to Locate the List You want to Import from your Computer

16. Click on the File You Want to Import to the AVP

17. READ AND FOLLOW THE INSTRUCTIONS Be Sure the Order of These Fields Match the Order you List is in. Hit Import Address When You’re Ready to Import Your List to the AVP

18. The Number of Names in Your List Entered or Imported Upon Completion. (100 needed for mailing.)

19. To Learn How to Import Any List File you May Have, Click Here

20. Getting Started Step 3: The Following Demonstrates the Self-Help Option for Downloading/Transferring Your List an AVP list

23. Getting Started Step 3: The Following Demonstrates How to Move Names From Your Existing List to the AVP

24. To be able to moves to the Top List, You must first start a new list and name it AVP

25. Select the List Name You Want to Move Names from and to the AVP Tab.

26. Select the names you wish to move over. On this screen, you see a drop-down box that defaults to [Move] selected addresses. There is another drop-down box where you can select the list to which you would like to move your addresses. Upon clicking the [Move] button, your names will be moved over. If you wish to COPY the names and have them occur in BOTH lists, you may select [Copy] from the first drop-down instead.)

27. Click OK and the selected addresses will be moved/copied.

28. Getting Started Step 3: The Following Demonstrates How to Contact Merrill Direct to Setup Your List to the AVP

29. There are two contact links On the Table of Contents with Merrill’s contact information.

30. 1.800.876.4824 CALL EMAIL FAX

31. If you have any problems Merrill can assist you With your order.