Search tips

Increase the accuracy of your searches with these techniques.

Enter more key words

The search engine assumes you’ve typed and between each key word. It only returns pages that include all of your key words. To narrow your search, just include more terms.

Search for phrases

Search for complete phrases by enclosing them in quotation marks. Words enclosed in double quotes ("like this") will appear together in all results exactly as you have entered them. Phrase searches are especially useful when searching for specific products or business terms, for example: “universal life” or “business succession planning.”

Try some advanced techniques

You can add an asterisk (*) to search for words with the same prefix or suffix. For example, type financial security plan* to find financial security planning, financial security planner and financial security plans.

Another common advanced search technique is to add “or” between key words. Unfortunately, this function is not available within the advisor site.

Search a specific section

If you believe the desired content resides in a specific section of the advisor site, you can narrow your search to that section only. Just go to that section and select This section only in the search dialogue box.

For example:

Don’t worry about capitalization

Searches are not case sensitive. For example, searches for estate planning, Estate Planning and EsTaTe PlAnNiNg will all return the same results.

Ignore common words

The search engine automatically ignores common words and characters such as a, the, of, as well as certain single digits, because they tend to slow down your search without improving the results.

Choose key words wisely