In this session, learn how insurance planning in eMoney can give your clients peace of mind for their future by protecting the ones they love.
Jump ahead by referring to the chapter timestamps below:
- Client Data and Setup 2:13
- Long Term Care Insurance Data Entry 3:23
- Elimination Period and Premium Entry 5:56
- Disability Insurance Data Entry 8:45
- Disability Health Event Setup 11:55
- Long Term Care Health Event Setup 16:36
- Formulating Plans for Clients 20:15
- Understanding Disability Gap Analysis 24:53
- Reviewing Insurance Reports 28:03
- Long Term Care Insurance Analysis 41:16
- Creating Decision Center Reports for Standard Presentations 48:43
- Comparison of Needs Analysis and Full Fact Finder 54:54
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