Campus Pathway

Partner Login Information and Important Sites - Private Listing

Name Description Link
Networking Groups
BNI The Business Networking International organization http://www.bnisfbay.com/
bnisfbay member
leader ethics
education enlighten
BNI Net BNINet - The BNI administration system http://bninet.com/bninet/
User Name: jmorrison@campuspathway.com
Password : tkz56bb
eWomen San Jose eWomen Network group in San Jose http://www.ewomennetwork.com/account/signIn.php
jeffreymorrison
Pwd: ww
Personal Sites
Santa Clara County Library Personal login to the local library system https://sccl.bibliocommons.com/user/login
User Name: moros (23305013604067)
Password : 9878
jeffreymorrison
blog
Login to the admin of jeffreymorrison, Morrison Matters http://jeffreymorrison.com/wordpress/wp-admin
Username: jmorrison
Password: Ww+YOB+at
GoDaddy jeffreymorrison website  
  capitalrunway website  
  campuspathway website  
Typepad    
Guardian, Pacific Advisors, Park Avenue Securities and Related Sites
Pacific Advisors - The Dock Training and other relevant information at Pacific Advisors http://thedock.pacificadvisors.com/user/login
robert_morrison
Campus19925~
Pacific Advisors - Status Room Site for getting updates on cases https://calbrokerage.statusroom.com/login
morrisonje
Campus19925~
Guardian LBS Webex training modules guardianim.webex.com
RedEd Compliance site for financial services https://secure.reged.com/login.html
rmorrison9791
morrison
PAS
Kaplan Financial   http://www.kfeducation.com/online/
jmorrison@capitalrunway.com
moros52
ww+YOB
jmorrison@campuspathway.com
moros
ww+YOB
PAS - CP Contract Standard contract for Part Avenue Securities with the Campus Pathway terms as an addendum www.campuspathway.com/library/legal/contracts/PAS-CP-StandardContract.docx
  PAS-ADV-2A-FirmBrochure-Dec-2011.pdf http://www.campuspathway.com/library/legal/contracts/AS-ADV-2A-FirmBrochure-Dec-2011.pdf
  Morrison-BrochureSupplement.pdf http://www.campuspathway.com/library/legal/contracts/Morrison-BrochureSupplement.pdf
  Mu-BrochureSupplement.pdf http://www.campuspathway.com/library/legal/contracts/Mu-BrochureSupplement.pdf
Login Information at Tax Sites
EDD Payroll Quarterly tax filing site - eServices https://eddservices.edd.ca.gov/tap/secure/eservices
mor52os1
Big 1st C name + YOB

http://edd.ca.gov/About_EDD/New_Automated_and_Online_Services.htm
EDD Forms Payroll Taxes - Forms and Publications http://edd.ca.gov/Payroll_Taxes/Forms_and_Publications.htm
Login Information at College-Related Sites
CollegeView The best database for up-to-date college data http://www.collegeview.com/
jmorrison@campuspathway.com
ww
CollegeData Another good college database https://www.collegedata.com/cs/login/login_login_tmpl.jhtml?method=input
jmorrison@campuspathway.com
moros52
Pwd: ww+YOB
College Confidential A collection of participatory forums on college subjects http://talk.collegeconfidential.com
moros
Pwd: ww+YOB
CSU Mentor Login site for CSU applications https://secure.csumentor.edu/Default.asp
morrison52
ww
Higher Education Consultants Association (HECA) Member-only area for newsletters and member documents http://www.hecaonline.org/private/index.htm
heca2009
news4mbrs
MyRoad Collegboard.com's MyRoad https://myroad.collegeboard.com/myroad/navigator.jsp
User Name: moros52
Password : ww+YOB
US News Database on Colleges Login site US News "best colleges" http://premium.usnews.com/college/index.html
User Name: jmorrison@campuspathway.com
Password : ww+DOB
MeritAid.com Login for the Cappex website meritaid.com Merit Aid Scholarships
User Name: jmorrison@campuspathway.com
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. http://www.careerdimension.com/instadmin
Username: campuspathway95008
Password: flounder

Student login: http://www.careerdimension.com/register/campuspathway.cfm
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 https://connection.naviance.com/fc/signin.php?hsid=lghs
Saratoga High https://connection.naviance.com/fc/signin.php?hsid=saratogahigh

Lynbrook High https://connection.naviance.com/fc/signin.php?hsid=lynbrookhs
Monta Vista https://connection.naviance.com/fc/signin.php?hsid=montavista
Cupertino High https://connection.naviance.com/fc/signin.php?hsid=cupertino
Homestead High https://connection.naviance.com/fc/signin.php?hsid=homestead
Fremont High https://connection.naviance.com/fc/signin.php?hsid=fremont

St. Francis High https://connection.naviance.com/fc/signin.php?hsid=sfhs
Mitty High https://connection.naviance.com/fc/signin.php?hsid=amhsca
Kings Academy https://connection.naviance.com/fc/signin.php?hsid=tka
Bellarmine College Prep https://connection.naviance.com/fc/signin.php?hsid=bellarmine

Evergreen https://connection.naviance.com/fc/signin.php?hsid=evh
Presentation High https://connection.naviance.com/fc/signin.php?hsid=presentationhs

Prospect https://connection.naviance.com/fc/signin.php?hsid=proshigh

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
Username:
Password:
Current CP PowerPoint presentations The presentation used for Campus Pathway workshops Current Campus Pathway Presentation http://campuspathway.com/library/presentations/CampusPathway-SeminarPresentation.pdf

Cupertino Senior Night - September 9, 2009
http://campuspathway.com/library/presentations/CampusPathway-SeminarPresentation-CupertinoHigh.pdf
CSS/PROFILE Action Codes A listing copied from the collegeboard.com's website that defines the action codes from the FAP acknowledgement http://www.campuspathway.com/library/financialAid/CSS-PROFILE-Codes.htm
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. http://campuspathway.com/library/clientTools/PIN-RequestForm.xls
Overview of My Career Profile A description of the importance of career planning in college selection http://www.campuspathway.com/library/partnerServices/CareerCurriculumPlanning.pdf
MCP User Guide A short manual to help get comfortable using My Career Profile http://www.campuspathway.com/library/partnerServices/MCPStudentUserGuide.pdf
Final School List Excel template for students final college list and information directing the financial aid forms http://campuspathway.com/library/clientTools/collegeApplications-FinancialAid.xls
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: http://campuspathway.com/library/clientTools/collegeSelectionTable.xls

Acrobat file: http://campuspathway.com/library/clientTools/collegeSelectionTable.pdf
College essay template - 2009 The current essay prompt questions for the UC personal statement and the CommonApp essay. http://www.campuspathway.com/library/clientTools/UC-CommonApp-Essays.doc
Student Activities Template Word template for students to use in creating their list of extracurricular activities http://www.campuspathway.com/library/clientTools/clientTools/Activities.doc
Student Resume Word template for students to use in creating their resume http://campuspathway.com/library/clientTools/ResumeTemplate-CurrentRev.dot
Campus Pathway College Planning Workbook The full college planning workbook (macro enabled) Excel file (xlsm):
http://www.campuspathway.com/library/financialWorkbooks/CP-CollegePlanningWorkbook-2012-13.xlsm - Full workbook, macro enabled

Excel file (xls):
http://www.campuspathway.com/library/financialWorkbooks/CP-CollegePlanningWorkbook-2012-13.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: http://www.campuspathway.com/library/financialWorkbooks/CP-FamilyInformation.xls

Acrobat file: http://www.campuspathway.com/library/financialWorkbooks/CP-FamilyInformation.pdf
CP - Net Worth Summary Single page statement of net worth http://www.campuspathway.com/library/financialWorkbooks/CP-NetWorthSummary.xls
Scholarships Resources
National Merit Scholarship Sponsors of National Merit® Scholarships http://nationalmerit.org/Merit_Sponser_Leaflet.pdf
National Merit Scholarship Requirements and Instructions for Semifinalists http://www.nationalmerit.org/Merit_R&I_Leaflet.pdf
National Merit Scholarship Official Student Guide to th PSAT/NMSQT http://nationalmerit.org/student_guide.pdf
Campus Pathway Corporate Documents
Privacy Policy Campus Pathway policy on handling client data and sensitive information http://www.campuspathway.com/library/corporateDocuments/PrivacyPolicy.pdf
Map and directions Map and directions to Campus Pathway http://www.campuspathway.com/library/maps-directions/map-CampusPathway.htm
Events Workshops Workshop Schedule - http://www.campuspathway.com/events
Clients Results
Drexel Drexel University http://www.campuspathway.com/library/results/Drexel.jpg
Chapman Letter http://www.campuspathway.com/library/results/Chapman-Letter.jpg
Chapman Chapman award http://www.campuspathway.com/library/results/Chapman-Award.jpg
Santa Clara Santa Clara award http://www.campuspathway.com/library/results/SantaClara.jpg
Boston Boston University award http://www.campuspathway.com/library/results/Boston.jpg
Babson Babson College award http://www.campuspathway.com/library/results/Babson.jpg
Campus Pathway Corporate Documents
Privacy Policy Campus Pathway policy on handling client data and sensitive information http://www.campuspathway.com/library/corporateDocuments/PrivacyPolicy.pdf
Map and directions Map and directions to Campus Pathway http://www.campuspathway.com/library/maps-directions/map-CampusPathway.htm
Events Workshops Workshop Schedule - http://www.campuspathway.com/events
Important Vendors and Internet Resources
Authorize.Net Credit card processing for Campus Pathway https://account.authorize.net/ui/themes/anet/Survey/SurveyConfirm.aspx Authorize.Net
User ID#: Mor52os1
Pwd: 199Mor25os
Callogix Registration site for CP seminars Seminar registrations
User ID#: jmorrison@campuspathway.com
Pwd: moroness
http://www.callogix.net/
Jupiter photos Stage One's account with www.jupiter.com http://www.jiunlimited.com/en/
User ID#: stageone
Pwd: stage1two
Send Out Cards Online card distribution and relationship manager https://www.sendoutcards.com
User ID#: 78621
Password: jeffrey
Partner Login Information
Allianz Life and annuity vendor Allianz Allianz
User ID#: Mxxxx52 (cs)
Pwd: ww+YOB
800-950-7372
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#: jmorrison@campuspathway.com
Pwd: russell
Solutions for College Software for producing a college funding plan Solutions for College
User ID#: moros@msn.com
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 https://extranet.nacolah.com/PSWeb/login/authenticate.aspx?ReturnUrl=%2fpsWeb%2fcontent%2fdefault.html
Iser ID#: 5K325
Pwd: Last 4
John Hancock John Hancock Annuity Site for Producers and Advisors http://www.jhannuities.com/Marketing/default.aspx
User ID: m52
Pwd: ww+YOB
Annuities
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 http://www.americanannuityadvocates.com/
The Actuarial Foundation Making Your Money Last for a Lifetime: 
Why You Need to Know About Annuities
http://www.actuarialfoundation.org/consumer/wiser_annuities.htm
Nest Egg Builders A site for advisors that is only interesting in its articles and information on providers http://www.nesteggbuilders.com
User ID#: m
Pwd: ww
ING Fixed Annuity Rates Up-to-date rates on fixed annuities from ING. http://www.fixeddesignrates.com/
Annuity IQ A terrific site that serves up a lot of information on annuities in general, and variable annuities in specific. http://www.annuityiq.com/
Advantage Compendium - An Index Annuity Resource Jack Marion has a site dedicated to equity index annuities indexannuity.org
Annuity Advisors A good site for fixed and indexed annuities targeting advisors http://annuityadvisers.net
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. http://www.annuityadvantage.com/
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... http://www.annuityratewatch.com/
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. http://www.annuitysalesbuzz.com/Pages/index.aspx
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)
https://www3.ambest.com/MemberCenter/sMC/Cust_existing.aspx?NP=1&URATINGID=&nextpage=
User ID#: jmorrison@campuspathway.com
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. http://www.aaltci.org/

Producers' site:
http://www.aaltci.org/ltc-marketing/

Membership for 1 year started March 21, 2010
moros52
moroness52
jmorrison@capitalrunway.com
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. http://www.indexuniverse.com/
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 http://www.irahelp.com/
User ID: jmorrison@capitalrunway.com
Pwd: ww
Also registered under moros@msn.com for email updates