Annuities: Illustrating Investments in eMoney

Meet eMoney’s Brett Tharp, CFP®! Tune in to hear from Brett about how to best illustrate annuities as a part of your Client’s financial plan in the application. You’ll also get some insight on exciting Annuity updates at eMoney! With guest Brett Tharp, CFP®, Advisory Training Specialist.

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.