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On Demand

Modeling Guaranteed Income with Annuities​ in eMoney

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eMoney Advisor Logo

Speakers

Allianz Schyler Adams

Schyler Adams, CFP®

Director, Advanced Strategies & Planning Platforms

Allianz Life Insurance Company of North America

Chris Mauriello

Chris Mauriello

Senior Financial ​Planning Practice Management Consultant

eMoney Advisor

Ensuring a client’s retirement success involves more than simply assessing their available income. Investment professionals can enhance their guidance by using financial planning software to create a comprehensive financial plan that includes guaranteed income.

Join our upcoming webinar and hear from Schyler Adams​, Director of Advanced Strategies & Planning Platforms ​at Allianz Life Insurance Company of North America, and Chris Mauriello, Senior Financial Planning Practice Management Consultant at eMoney, to learn how to create guaranteed income with an annuity and evaluate an annuity as part of a holistic financial plan.

About eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
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