A financial planning tech company is celebrating Life Insurance Awareness Month by adding a life insurance awareness tool to its Foundational Planning system.
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.
— Read NAIFA Rep Wants Life Illustration Team to Remember the Agents, on ThinkAdvisor.