In this session, we uncovered planning strategies, techniques, and reports while learning more about life, long term care, and disability insurance in eMoney.
The presentation of the material in this video may be different than what you saw live, but the content is the same.
Jump ahead using the chapter timestamps shown below:
- Adding a Sample Client 5:20
- Adding Family in the Facts 6:56
- Adding Assumptions in the Facts 9:43
- Adding Life Insurance in the Facts 11:33
- Adding Long Term Care in the Facts 16:45
- Scheduling a Life Insurance and Cash Value within the Facts 19:57
- Adding Disability within the Facts 28:18
- “What Ifs” within the Plans tab 33:51
- Modeling Life Insurance within Advanced Planning 36:12
- Showing your Client using Decision Center 53:47
Additional Resources:
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