Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
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Description/Overview:
This detailed overview explains how CoPlanner analyzes client data and existing plans using a structured, rules‑based framework. It shows how CoPlanner evaluates a wide range of retirement, savings, insurance, tax, and estate techniques, including or excluding each one based on qualifying criteria, client demographics, and its impact on Probability of Success. Share this resource to give clients a transparent look at how CoPlanner selects, tests, and presents recommendations.
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.