The Offer List - Creating an Offer with Multiple Products

Multiple offers can be generated in the Offer List tab of the Advisor portal. 

Follow the instructions here on how to create an offer. When you create an offer make sure at least one product has been assigned to it, however multiple products can also be combined within one offer.

A high level overview of the different products (with a first eligibility check) is shown in the Product explorer, which appears after you click on the "Add product" button.

Adding multiple products within an offer: 

 

Creating an offer for multiple products:

Please read the following article for tips and tricks on how to compare offers.