eMoney Provides Life Insurance coverage Module


eMoney’ s Foundational Planning function is getting a brand new module, in keeping with an announcement by Constancy’ s monetary planning software program firm. Referred to as Life Insurance coverage Hole Evaluation, the function is meant as an instance shopper insurance coverage wants by way of both a modular strategy or as a part of a broader monetary plan. “With a planning-led strategy, advisors are…

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