Help Advisors Create Peace of Mind with Financial Planning
Advisors understand their clients’ retirement needs. They know that as part of a comprehensive financial plan, an annuity can provide financial freedom in retirement.
With eMoney, advisors can give clients peace of mind by creating plans that take their complete financial situations into account. By collaborating with clients through a digital platform, advisors can project client outcomes with validated annuity values.
Through financial planning technology, advisors can understand and present our products using the same tools that they leverage in every other aspect of their business.
Resources
Use the resources below to learn more about annuity planning in eMoney
- Annuity Income in Needs Analysis
- Retirement Plan Reporting: Deferred Annuity Analysis
- Retirement Plan Reporting: Looking at Everything in Retirement
- Retirement Plan Reporting: Guaranteed Inflows vs. Expenses
- Useful Reports
CONTACT INFORMATION
If you have any questions about eMoney's solution and services, please call
1-888-362-4612 or or visit us at www.emoneyadvisor.com