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Planning Software Firm Adds Life Insurance Gap Finder Tool

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A financial planning tech company is celebrating Life Insurance Awareness Month by adding a life insurance awareness tool to its Foundational Planning system.

(Related: Envestnet, Covr Financial Launch New Insurance Tools)

The company — Radnor, Pennsylvania-based eMoney Advisor — has built in a life insurance gap analysis module.

Financial professionals can use the tool to illustration clients’ life insurance needs either on a stand-alone basis or as part of a comprehensive plan.

Another eMoney system, the Advanced Planning system, already offers insurance planning features, eMoney says.

The firm says that about 60,000 financial professionals use eMoney systems to serve 4 million households.

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