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Communications Resource Center

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Engagement - Product Updates

April 2025 Product Releases


Date Sent: Tuesday, April 22, 2025

Audience: Standard Version of eMoney | Learn more about audiences

Description/Overview:

Explore the new Needs Analysis, now with our most-used classic topic—Life Insurance Gap Analysis—and more tools to help you uncover client needs in minutes.

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.