Communications Resource Center
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Communication support for your advisor base. Learn more
Value-Add - Foundational Planning
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Audience: All Users | Learn more about audiences
Description/Overview:
Use this email to promote Foundational Planning to eMoney users in your field. This communication showcases a 4-step example of how a financial professional using Foundational Planning would support their client with a retirement goal in mind and demonstrate probability of success. Encourage interested recipients to request a demo of eMoney Plus.
What's included:
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.