Knowledge Base Update: New Advanced Planning Videos

eMoney’s Advanced Planning capabilities allow advisors to simulate complicated real world scenarios over a client’s entire lifetime.

Need a little help getting your Advanced Plan started in eMoney? Now advisors and their planners can head to the Knowledge Base to watch a brief video tutorial on anything from modeling an annuity to creating a detailed estate plan.

Find these new videos in eMoney by clicking Help on your Advisor Navigation Bar and selecting New Advanced Planning Videos, or visit the Resources tab within the Knowledge Base.

Our new Advanced Planning videos will include topics such as:

  • Social Security
  • Protection
  • Education Planning
  • Estate Planning and Distribution Center
  • Business, Real Estate and Buy Sells
  • Capital Market Assumptions
  • Goal Planner
  • Income Tax and Realization
  • Monte Carlo
  • Miscellaneous Assumptions
  • Immediate Annuities
  • Deferred Annuities
  • Advanced Planning
  • Reports
  • Stock Options

Our training team is dedicated to creating training materials in the eMoney Knowledge Base that advisors need and want.  If you have any questions about the Advanced Planning not answered in the new Advanced Planning videos our dedicated customer support team is available at 888-362-8482.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.