Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Wednesday, May 27, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This month’s release focuses on helping your advisors work more efficiently within the tools they use every day, from comparing plans to serving a broader range of client situations. The highlighted content, Where Is Financial Planning Headed Next?, is a short video connecting recent innovations like CoPlanner and reimagined Foundational Planning to what’s next, giving advisors a clear view of where planning is headed in 2026.
Additional updates include a new Plan Changes section in Plan Comparison, an expanded Life Insurance Gap Analysis module, and updated state income tax assumptions.
Together, these updates help your advisors explain plan changes faster, serve a wider range of client scenarios, and deliver more accurate, focused planning conversations.
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.