Welcome to the Training Academy for MassMutual

Mondays - Thursdays, 1 p.m. - 2 p.m. ET

Biweekly August - December 2020

eMoney training specialists are holding special webinar sessions covering the fundamentals of getting started with our platform. The Training Academy is designed for MassMutual Financial Professionals — intended for existing users, brand new users, and those considering using eMoney in the future.

VIEW AVAILABLE DATES

MONDAY:

Navigating eMoney

Learn how to navigate the eMoney platform so you know where to find what you need, including aggregation, troubleshooting best practices, and go-to resources.

TUESDAY:

Entering Data

Learn the fundamentals for entering data into the Fact Finder, best practices to validate data using Reports, and steps for building customized and professional presentations.

WEDNESDAY:

Initializing the Client Experience

Uncover the features of the Client Portal to create a customized client experience and streamline practices for onboarding a client.

THURSDAY:

Creating Scenarios + Incorporating Interactivity

Learn how to build comprehensive financial plans using the eMoney platform and ways to incorporate interactive planning tools into your planning process.

Training Academy Dates

AVAILABLE SESSIONS:

MML Training Academy Series

Week of September 28th

Monday - Thursday

1:00-2:00 PM EST

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MML Training Academy Series

Week of October 12th

Monday - Thursday

1:00-2:00 PM EST

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MML Training Academy Series

Week of October 26th

Monday - Thursday

1:00-2:00 PM EST

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MML Training Academy Series

Week of November 9th

Monday - Thursday

1:00-2:00 PM EST

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MML Training Academy Series

Week of November 30th

Monday - Thursday

1:00-2:00 PM EST

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MML Training Academy Series

Week of December 14th

Monday - Thursday

1:00-2:00 PM EST

SIGN UP HERE

MML Training Academy Series

Week of December 28th

Monday - Thursday

1:00-2:00 PM EST

SIGN UP HERE

ON DEMAND:

Navigating eMoney

Navigate the eMoney platform so you know where to find what you need

WATCH HERE

Entering Data

Learn the fundamentals about entering data in the platform

WATCH HERE

Initializing the Client Experience

See what it takes to launch a customized client experience

WATCH HERE

Creating Scenarios

+ Incorporating Interactivity

Take a look at how you can use eMoney's comprehensive planning

WATCH HERE

Additional Training Resources

In addition to the Training Academy available above, our training professionals put together

a few videos highlighting key functionality important to MassMutual financial professionals.

Check out the replays below

WEBINAR REPLAY:

Modeling Annuities

Follow along as we review sample clients, Frank and Joanna Millers’ guaranteed income in eMoney and analyze how much more they might need to help them feel more financially secure.

WEBINAR REPLAY:

Life Insurance Analysis

Watch this step-by-step demonstration of identifying the Frank and Joanna Millers’ current insurance coverage and what potential gaps we could help fill to make them feel more financially secure.

WEBINAR REPLAY:

Retirement Planning

Learn how to use eMoney as a centerpiece for your retirement planning meeting by following along as we model this process with our sample clients, Frank and Joanna Miller.