Advanced Series Webinar Recap: Insurance

In this session, we uncover planning strategies, techniques, and reports while learning more about life, long term care, and disability insurance in eMoney.

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

• Insurance FAQ
• Life Insurance & Gap Analysis
• Creating a Life Insurance Payout

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