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Communications Resource Center

Communication support for your advisor base. Learn more

Value-Add - Advanced Planning

Client Lifecycle Journey

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Date Sent: N/A

Audience: All Users | Learn more about audiences

Description/Overview:

Use this email template to showcase how eMoney can support financial professionals across each state of their clients’ financial journey–from starting out, through retirement, to leaving a legacy.

What's included:

  • COPY
  • IMAGE – Header
  • IMAGE – Starting Out, Goals Illustration
  • IMAGE – Accumulation, Client Portal Illustration
  • IMAGE – Retirement, Cashflow Illustration
  • IMAGE – Leaving a Legacy, Estate Illustration
  • SITE –Request a demo
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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.