eMoney Tip of the Week: Creating a Mid-Year Review Template

We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews, you eliminate much of the busy typically associated with this process by creating a customized, comprehensive presentation you can use across your client list.

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Social Security Update: New “At Retirement” Option

The complexities of the Social Security program can often leave clients feeling confused and uncertain. To help your clients understand the intricacies of Social Security, you probably create a variety of planning scenarios that demonstrate how delaying Social Security or taking their benefits early can impact their retirement. So to add flexibility to your Social Security…

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New Analytics Charts Coming Soon: Client Mortgages by Interest Rate & Vesting & Expiring Options by Date

Advisor Analytics help to truly differentiate your business by offering data-driven insights into the client and investment data that passes through your eMoney platform every day. Next month, all users will receive the first set of charts that enhance the data and insights previously presented in the Advisor Opportunity reports – Client Mortgages by Interest Rate and Vesting…

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