Campus Pathway

Partner Login Information and Important Sites - Private Listing

Name Description Link
Networking Groups
BNI The Business Networking International organization
bnisfbay member
leader ethics
education enlighten
BNI Net BNINet - The BNI administration system
User Name:
Password : tkz56bb
eWomen San Jose eWomen Network group in San Jose
Pwd: ww
Personal Sites
Santa Clara County Library Personal login to the local library system
User Name: moros (23305013604067)
Password : 9878
Login to the admin of jeffreymorrison, Morrison Matters
Username: jmorrison
Password: Ww+YOB+at
GoDaddy jeffreymorrison website  
  capitalrunway website  
  campuspathway website  
Guardian, Pacific Advisors, Park Avenue Securities and Related Sites
Pacific Advisors - The Dock Training and other relevant information at Pacific Advisors
Pacific Advisors - Status Room Site for getting updates on cases
Guardian LBS Webex training modules
RedEd Compliance site for financial services
Kaplan Financial
PAS - CP Contract Standard contract for Part Avenue Securities with the Campus Pathway terms as an addendum
Guardian Client Documents IPF Guardian Client Documents
Login Information at Tax Sites
EDD Payroll Quarterly tax filing site - eServices
Big 1st C name + YOB
EDD Forms Payroll Taxes - Forms and Publications
Login Information at College-Related Sites
CollegeView The best database for up-to-date college data
CollegeData Another good college database
Pwd: ww+YOB
College Confidential A collection of participatory forums on college subjects
Pwd: ww+YOB
CSU Mentor Login site for CSU applications
Higher Education Consultants Association (HECA) Member-only area for newsletters and member documents
MyRoad's MyRoad
User Name: moros52
Password : ww+YOB
US News Database on Colleges Login site US News "best colleges"
User Name:
Password : ww+DOB Login for the Cappex website Merit Aid Scholarships
User Name:
Password : ww
Client Documents & Tools
Career Dimensions The online self-assessment and career research system, with suggested majors and links to a complete database of colleges.
Username: campuspathway95008
Password: flounder

Student login:
Naviance The online college admissions website used by many of the private colleges in the area, along with the Fremont Union School District.

Los Gatos
Saratoga High

Lynbrook High
Monta Vista
Cupertino High
Homestead High
Fremont High

St. Francis High
Mitty High
Kings Academy
Bellarmine College Prep

Presentation High


Engus - FormsFill Campus Pathway partner, Engus, provides this site to advisors and clients for data entry of college picks and financial information for maximizing financial aid. removed
Current CP PowerPoint presentations The presentation used for Campus Pathway workshops Current Campus Pathway Presentation

Cupertino Senior Night - September 9, 2009
CSS/PROFILE Action Codes A listing copied from the's website that defines the action codes from the FAP acknowledgement
FAFSA PIN Document Form for recording the PIN for the student and the parent, along with the password and email addresses associated with the accounts.
Overview of My Career Profile A description of the importance of career planning in college selection
MCP User Guide A short manual to help get comfortable using My Career Profile
Final School List Excel template for students final college list and information directing the financial aid forms
College Selection Table An Excel workbook for rating over 50 decision parameters for consideration when selecting colleges. 2 pages of fill-in cells with examples, plus a blank worksheet for printing. Excel file:

Acrobat file:
College essay template - 2009 The current essay prompt questions for the UC personal statement and the CommonApp essay.
Student Activities Template Word template for students to use in creating their list of extracurricular activities
Student Resume Word template for students to use in creating their resume
Campus Pathway College Planning Workbook The full college planning workbook (macro enabled) Excel file (xlsm): - Full workbook, macro enabled

Excel file (xls): - Full workbook, no macros, Office 97 version
CP - Family Info... 2 pages Preparation for the 1st appointment - 3 pages, 2 of FamilyInfo and 1 Net Worth summary Excel file:

Acrobat file:
CP - Net Worth Summary Single page statement of net worth
Scholarships Resources
National Merit Scholarship Sponsors of National Merit® Scholarships
National Merit Scholarship Requirements and Instructions for Semifinalists
National Merit Scholarship Official Student Guide to th PSAT/NMSQT
Campus Pathway Corporate Documents
Privacy Policy Campus Pathway policy on handling client data and sensitive information
Map and directions Map and directions to Campus Pathway
Events Workshops Workshop Schedule -
Clients Results
Drexel Drexel University
Chapman Letter
Chapman Chapman award
Santa Clara Santa Clara award
Boston Boston University award
Babson Babson College award
Campus Pathway Corporate Documents
Privacy Policy Campus Pathway policy on handling client data and sensitive information
Map and directions Map and directions to Campus Pathway
Events Workshops Workshop Schedule -
Important Vendors and Internet Resources
Authorize.Net Credit card processing for Campus Pathway Authorize.Net
User ID#: Mor52os1
Pwd: 199Mor25os
Callogix Registration site for CP seminars Seminar registrations
User ID#:
Pwd: moroness
Jupiter photos Stage One's account with
User ID#: stageone
Pwd: stage1two
Send Out Cards Online card distribution and relationship manager
User ID#: 78621
Password: jeffrey
Partner Login Information
Allianz Life and annuity vendor Allianz Allianz
User ID#: Mxxxx52 (cs)
Pwd: ww+YOB
StreetScape Fidelity's account management Site Streetscape
User ID#: 2943000056
PIN: 91827364
National Financial
Russell Russell's account management site Russell Investment Group
User ID#:
Pwd: russell
Solutions for College Software for producing a college funding plan Solutions for College
User ID#:
Pwd: ww
Hartford Investor Information on products from The Hartford Hartford Investor
User ID: mor52os1
Pwd: ww+YOB
Mutual Trust Agent access to the producer's site at Mutual Trust Mutual Trust
Username: moros52
Pwd: Moroness52
National Life Agent site for the Life of the Southwest National Life
User ID#: rmorrison1
Pwd: Last 199scb25~
Agent #: 80964
North American North American's ExtraNet
Iser ID#: 5K325
Pwd: Last 4
John Hancock John Hancock Annuity Site for Producers and Advisors
User ID: m52
Pwd: ww+YOB
American Annuity Advocates Our objective is to provide clear information about all aspects of fixed and fixed-indexed annuities, as they relate to the spectrum of risk and return. Through this website, we hope to clarify your perspective as to which retirement savings or investment vehicles suit your retirement objectives
The Actuarial Foundation Making Your Money Last for a Lifetime: 
Why You Need to Know About Annuities
Nest Egg Builders A site for advisors that is only interesting in its articles and information on providers
User ID#: m
Pwd: ww
ING Fixed Annuity Rates Up-to-date rates on fixed annuities from ING.
Annuity IQ A terrific site that serves up a lot of information on annuities in general, and variable annuities in specific.
Advantage Compendium - An Index Annuity Resource Jack Marion has a site dedicated to equity index annuities
Annuity Advisors A good site for fixed and indexed annuities targeting advisors
Annuity Advantage Annuity Advantage is your independent no-load annuity marketplace on the web. We provide one stop shopping for all of your annuity rates and annuity quotes needs, as well as the tools and information required to learn about, compare and buy CD-Type Annuities, Fixed Annuities, Equity-Indexed Annuities and Immediate Annuities.
Annuity Rate Watch Annuity Rate Watch is an online resource providing comprehensive Annuity Data and Analytic Tools for financial professionals. Annuity Rate Watch can often be seen in the Wall Street Journal as an objective industry resource and guide. Our database and tools are available in a variety of ways; select the method that's best for you...
Annuity Sales Buzz Annuity Sales Buzz is a free, monthly e-newsletter and blog for advisors and other professionals in the annuity industry. We deliver need-to-know information so you can stay abreast of the annuity marketplace. Included are news, trends, analyses, educational materials and more, all focused on helping advisors get established in the annuity business and grow their practice. This is information you can trust, because it comes to you from the editors of National Underwriter Life & Health, our parent publication. NU is the insurance industry’s premier newsweekly, and industry professionals have relied on it for up–to-the-minute insurance news and information for over 100 years.
Life Insurance
Best AM A.M. Best Company is a full-service credit rating organization dedicated to serving the financial services industries, including the banking and insurance sectors. Policyholders and depositors refer to Best's ratings and analysis as a means of assessing the financial strength and creditworthiness of risk-bearing entities and investment vehicles.

Best's Ratings Methodology
Explanation of Best's Rating Systems and Procedures (pdf)
User ID#:
Pwd: ww
NACOLAH - 06827
John Hancock - 09074
Hartford - 07325
New York Life & Annuity - 09054
Aviva - 06199
Allianz Life Insurance Co of NA - 06830
Long Term Care Insurance
American Association for Long-Term Care Insurance Our exclusive focus is building the market for long-term care solutions. Insurance and financial professionals have access to our unmatched Online LTC Marketing & Sales Center -- the nation's largest resource collection of selling strategies and actual tools to help you be (more) successful. Since 1998, AALTCI has been the industry's leading voice. Learn more and enjoy the many benefits of membership.

Producers' site:

Membership for 1 year started March 21, 2010
Mutual Funds and ETFs
Index Universe IndexUniverse encompasses the world of indexing and beyond. Our website and related sub-sites cover product and market developments related to index funds, exchange-traded funds (ETFs), index derivatives (futures / options / swaps), and the sophisticated investment strategies which use these financial tools.
User ID: m52
Pwd: ww+YOB
IRAs, 401Ks, Retirement Tools and Tax Sites
Ed Slott's IRA Help Site Expert IRA advise from America's leading expert in IRAs
User ID:
Pwd: ww
Also registered under for email updates