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Communications Resource Center

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Engagement - Best Practices

Client Email #3 (Estate Planning): Resources to Help You Plan Ahead

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Date Sent: N/A

Audience: Advisor-to-Investor | Learn more about audiences

Description/Overview:

This email enables advisors to showcase the tools available through the client portal that make estate planning easier to understand and more transparent. It reinforces the practice guide’s focus on using visualizations, comparisons, and digital resources to help clients see the impact of their planning decisions.

What's included:

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Communications Resource Center

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.

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.