Planning Software Firm Adds Life Insurance Gap Finder Tool
September 3, 2019 by Allison Bell
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.
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Originally Posted at ThinkAdvisor on August 30, 2019 by Allison Bell.
Categories: Industry Articles