Learn how insurance planning in eMoney can give your clients peace of mind for their future by protecting the ones they love.
Jump ahead by referring to the chapter timestamps below:
- 6:19 Learning Objectives for this Webinar
- 7:40 Agenda
- 9:20 Using eMoney to Gather Data Efficiently
- 11:30 Client Questionnaire
- 13:51 Use of the Vault & Client Site
- 22:50 Observations & Next Steps with Clients
- 24:16 Entering Info. into Advanced Facts
- 39:13 …Now Onto Plans
- 50:04 Helpful Reports
- 57:39 Key Takeaways
- 58:37 Your Next Steps
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