video1.0<iframe src="https://www.loom.com/embed/8be52a5d6f7b41b3b018f6a45725208e" frameborder="0" width="1720" height="1290" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12901720Loomhttps://www.loom.com12901720https://cdn.loom.com/sessions/thumbnails/8be52a5d6f7b41b3b018f6a45725208e-0f3e4a0b7a91de4d.gif191.336This Loom explains how to add mutual funds, variable annuities, and variable universal life products into DST FanMail using an already established Black Diamond setup for advisor Andrew J. Evans of Rossby Financial. For each product type, the walkthrough emphasizes selecting the correct company (American Funds, Bright House Financial, and Transamerica Life) and confirming the advisor name matches the configured rep record. The presenter then enters required identifiers such as dealer and branch details for mutual funds, along with client Social Security numbers and contract numbers for each account type, and uses Add to List for auto-population and validation. The process ends by canceling out of mutual funds and repeating the same approach for the other two tabs.