Did You Know? Series 53

1. Social Security Analyzer

Using the new Social Security Analyzer in emX you can easily visualize and compare different benefit strategies for clients, helping them determine which is best.  And since Social Security is such an important, but oftentimes complicated aspect of every clients’ retirement, you can use the Analyzer’s interactive and easy-to-understand charts to provide clear and accurate advice. Check out our training video for even more tips on how to present social security to clients.

 


2. Goal Planner

Work with your clients on a whole new level. Our brand new Goal Planner provides an interactive client experience built your way, based on your feedback. Using straight line math and Monte Carlo analysis, you and your clients can now easily build and prioritize common goals, like funding retirement or paying for a child’s education. Check out our blog post to see the latest improvements to our Goal Planner.