Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: N/A
Audience: All Users | Learn more about audiences
Description/Overview:
Use this email template to showcase the value of cash flow planning to eMoney users in your field who may be ready to upgrade. Cash flow planning helps investors better determine where their money went and where it will go to help fund their life goals. An eBook is included in this email. Direct recipients to sign up for a demo.
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.