Upcoming Webinar – Life Insurance: A Foundational Part of the Financial Plan

Happy Life Insurance Awareness Month! Helping clients get the life insurance coverage they need continues to be a fundamental starting point when building a long-term financial plan. With almost 50 percent of households stating that they would feel the financial adversity from the loss of their primary wage earner in just six months1, eMoney’s new Foundational Planning Life Insurance Gap Analysis can…

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eMoney Advisor Launches ‘That Makes Cents’ Podcast Aimed at Simplifying Money Conversations in Partnership with Benzinga

eMoney Advisor (eMoney), a leading provider of financial planning software and solutions, today debuted “That Makes Cents,” a podcast produced in partnership with Benzinga. This new podcast series aligns with eMoney’s new mission and vision of helping people talk about money and making planning more accessible to achieve financial peace of mind.

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How Advisors Can Reengage Clients with Retirement Planning After the SECURE Act of 2019

Current events provide advisors with opportunities to differentiate themselves from their peers. By being proactive and addressing current events, advisors can give clients peace of mind that their wealth is being managed properly. Recently, the U.S. House of Representatives passed the SECURE Act (Setting Every Community Up for Retirement Enhancement), giving advisors a unique opportunity…

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Upcoming Webinar: Planning for Life’s Big Moments

It’s life’s big moments that move us into action. Divorce, an unplanned retirement, a health concern, the loss of a loved one—during these life events, investors turn to their financial advisor to help address the what-nows and what-ifs. Join Richard Cresta, Senior Vice President, Institutional Insurance, at Fidelity Institutional Asset Management and Matt Schulte, Head of Financial…

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