Here is a way to create booklets before you have an active Retirement Prospects account.
Login to the dummy booklet account:
User: visitor@advisorbooklets.com
Pw: harvest
NOTHING WILL SAVE IN THIS ACCOUNT. IT IS FOR TEMPORARY USE. In other words, you can enter your personalization and create PDFs of your personalized booklets. But you cannot save this information and return to it later as your information will not save.
Once your Retirement Prospects account is activated (you will get a "Welcome" email), you can then log into your own booklets account and any booklets you create will save as long as your Retirement Prospects account is active.
Any advisor logging into this dummy account must delete/overwrite the information added by last advisor who used this dummy account
Since this information can always be overwritten by next advisor who uses dummy account, it cannot be assumed to store and any pdfs should be created and saved immediately to advisor's PC