eMoney Summit 17 Recap: Day Three

To start of the final day of the 2017 eMoney Summit, a surprisingly alert and large crowd filled the main hall at 8:00 am sharp to watch eMoney’s Jess Liberi run through the eMoney Product Roadmap. .@emoney_jliberi 👏🏻👏🏻👏🏻#emoneySummit17 https://t.co/rvx7SwzADB — Joanna Armandi (@j_armandi) September 27, 2017 As our Vice President of Product, Jess provided first hand insight into what…

Continue reading

eMoney Tip of the Week: Entering Social Security into the Fact Finder

eMoney has a number of different options available when entering Social Security benefits into your Fact Finder. The initial default setting for Social Security income is “Estimated from Income.” When you select “Estimate from Income” the system calculates an estimated benefit value based on the client’s salary and potential growth. This is the most efficient option…

Continue reading

Decision and Distribution Center (Training Webinar)

Our interactive planning tools allow you to create a collaborative relationship with your client while presenting your recommendations to them. In this webinar, we discuss how to use these tools to get the most out of all of your client interactions. Listen Here Topics Covered How to use basic decision and distribution center techniques Have interactive discussions with clients…

Continue reading