How to register for
Partner Dashboard

Partner Dashboard is a secure platform designed for financial professionals and support staff. You must have a valid user ID and password to gain access to the site. Follow these steps to set up an account and get access.

Step-by-step guide

  1. From bannerlife.com, click the 'Advisor' tab to enter the Advisor Hub.

  2. Then, click the 'I am a financial professional' button to proceed.

  3. Now, click the 'Advisor Sign-in' button to access your partner dashboard account.

  4. Next, click the 'Register' link to create a new user account.

  5. Select the option that best matches your relationship.

  6. Then, click the 'CONTINUE' button to proceed with your Partner Dashboard registration.

  7. Fill in the fields with the corresponding information.

  8. Following this, click the 'CONTINUE' button to proceed with the registration.

  9. Then, read the terms and conditions.

  10. Next, check the 'I agree to above Terms and Consent' checkbox to proceed.

  11. Next, click the 'CONTINUE' button to proceed with your online services agreement.

  12. Next, you'll enter all agent codes you do business through.

  13. Enter your agent code in the Agent Code field to proceed.

  14. Then, enter your SSN or TaxID (digits only, no dashes) in the SSN/TaxID field to verify agency information.

  15. Agency Name and Company Name will populate automatically based on the code provided.

  16. To confirm and ensure the code provided is added, select 'Add Code.'

  17. If you do business through multiple codes, continue adding codes, selecting 'Add Code' after each.

  18. Next, click the 'CONTINUE' button to proceed to account verification.

  19. An email will be sent to the address provided.

  20. In your email, select 'VERIFY ACCOUNT.'

  21. Once your registration is complete, select 'PLEASE LOGIN NOW' and explore Partner Dashboard.

  22. Explore Partner Dashboard!