Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Thursday, October 23, 2025
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This month’s updates support meaningful conversations around long-term care and simplify key planning workflows. A new Long-term Care topic in Needs Analysis helps clients visualize the financial impact of future care needs, and you can now share these insights directly to the Client Portal for ongoing engagement. Enhancements like the Life Insurance Policy Scheduler, new integration tiles for Zocks and YCharts, and streamlined registration for workshops and webinars make it easier to stay efficient and informed. Timely updates and upcoming webinars also help you deliver a more personalized planning experience.
What's included:
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