A New Look at Annuities (Training Webinar)

Amanda Willigmann Practice Management

In this webinar, we explored the key elements of entering and modeling annuities. The following topics were reviewed:

  • Different types of annuities
  • Where to add each type of annuity
  • Reporting best practices



Watch the Recording




If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.

Amanda Willigmann

Written By