Advanced Series Webinar Recap: Annuities

In this session, we covered efficient annuity strategies and product types.

The presentation of the material in this video may be different than what you saw live, but the content is the same.

Jump ahead by referring to the chapter timestamps below:

• Adding a Sample Client 9:47
• Adding Annuities within the Facts 11:48
• Creating Plans with Advanced Planning 14:50
• Reviewing Data Analysis 35:37
• Reviewing Reports 40:35
• Working with your client in Decision Center 51:07

Additional Resources:

• Annuities FAQ
• Annuities Overview

Looking for more eMoney training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops.