In this week’s session, All About Annuities we covered how to efficiently enter your clients’ annuities and check to ensure they are functioning as intended.
- Entering Immediate Annuities
- Entering Deferred Annuities
- Annuities in an Advanced Plan
- Best Reports to Use for Annuities
- Annuity Flowchart for Facts (Slick)
- Annuity Entry Detailed (User guide)
- Annuity Guarantees Basic (User guide)
- Annuity Flowchart for Advanced Planning (Slick)
Additional eMoney Training
Is there a specific eMoney product or feature you want to learn more about? We may have a live training workshop in your area or an upcoming training webinar that covers your questions! Check out our training schedule here.
Take Your Training to the Next Level at this Year’s Summit!
Join us for the sixth annual eMoney Summit in Austin, Texas from October 14 to 16. Discover how forward-thinking advisors are getting to The Heart of AdviceSM, the core of what makes a truly exceptional client experience. You’ll leave the Summit with page after page of actionable strategies and eMoney best practices you can use to supercharge your office’s growth. Register Here!