eMoney Weekly Webinar: Onboarding Someone New to Your Firm and eMoney

In this Master Series webinar, you’ll learn all about onboarding someone new to your firm and eMoney. Take an in-depth look at how to clearly illustrate a client’s life insurance needs and how to effectively present your findings. Topics Covered eMoney Support Orientation: How To’s, Customer Service & Chat Getting Started with emX: Coursework & Additional…

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A Streamlined Method for Connecting Manual Accounts – Coming Next Month

To create a more streamlined client experience, we’re simplifying the process of linking manual accounts on the Client Site. Next month, we’ll update the Client Portal to include a Link button on manual accounts. This button will initiate a new step that walks your clients through the process of linking the account with their financial institution, creating…

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Modeling Business Interests (Training Webinar)

In Modeling Business Interests, we demonstrated how to model a business interest and how eMoney’s business reports illustrate the businesses income, expenses, distributions and more. Topics Covered Update: Business Pass-Through Income Business Interest in Advanced Facts Real Estate Property Owned by a Business Model Selling a Business Business & Other Reports If you’d like to register…

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Health care costs in retirement are a primary financial concern for investors

When helping clients prepare for retirement, are you discussing potential healthcare costs with them? Historically, retirement planning has been less concerned with this figure and more concerned with market performance and inflation as assumptions in a plan. While recent research by Fidelity has shown that Americans are becoming increasingly concerned with potential healthcare costs, they…

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