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Advanced Planning – Scenarios vs. What-Ifs

What happens once you’ve entered your client’s data into the Fact Finder and discover that the client is outliving their assets in their cash flow report? It’s time to develop a plan and make recommendations to improve their financial future. But what’s the best way to show your clients the impact your recommendations (and their …

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Understanding Lender-Required Flood Insurance

“Just a few inches of water from a flood can cause tens of thousands of dollars in damage,” according to the National Flood Insurance Program. This fact sums up why mortgage lenders sometimes require borrowers to buy flood insurance. However, real estate agents and mortgage lenders often don’t tell customers about flood insurance requirements until …

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What Is the Difference Between Communism and Socialism?

Communism and socialism are umbrella terms referring to two cooperative schools of economic thought, both apparently antithetical to capitalism. These economic ideologies have inspired various social and political movements since at least the 18th century. Several countries have been or are currently governed by parties calling themselves “communist” or “socialist,” though these parties’ policies and …

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Setting Up Your Sharing Rules in eMoney

Whether you’re a new advisor to the eMoney platform or have just added a Support user to your team, you’ll want to include Sharing Rules as part of your setup process. With Sharing Rules, you can easily collaborate on plans, make your profile private, and even share your subscription to Advisor Branded Marketing (ABM) with support users. You can …

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Webinar Recap: Tools for Collaborating in eMoney

In this session, we reviewed which features in the platform help you to connect with other eMoney users, industry professionals, and clients, as well as how to use these features to stay organized and collaborate during the planning process. Additional Resources: Looking for more eMoney training opportunities? Check out how you can register for our upcoming Master …

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