April 2017

 
  April is Financial Literacy Month
 

Let your clients be part of the process by giving them access to your MoneyGuidePro® client portal. Letting clients enter their own information helps educate them on all the variables to consider when planning for the future.

This also gives them the opportunity to identify questions not previously thought of and gives you time to review their goals, expectations and concerns prior to meeting resulting in a more productive and engaging conversation.

Check out our Introduction to Plan Delivery training to learn more about effectively delivering MoneyGuidePro® plans.

 
 
 
 

Get hands-on training using real life scenarios and case studies. Leave with the confidence to efficiently navigate through MoneyGuidePro to create quality financial plans for your clients.

Don't miss out on this awesome event, reserve your spot today. Space is limited.
     
 
 
  Expert Tips From Training

Be more relevant with your clients and, hey, while you’re at it, why not save a tree or two. Presenting your clients with a digital financial plan enables you to show them real-time information and facilitates a more interactive and engaging conversation.

A digital plan presentation gives you the opportunity to utilize MoneyGuidePro® tools PlayZone© and What Are You Afraid Of?

PlayZone© increases client buy-in by allowing the client to provide feedback regarding recommended retirement age, goals and savings; while What Are You Afraid Of? helps you better address client concerns and uncover additional opportunities.

 
 
 
      Featured Webinar

PreciseFP + MoneyGuidePro®  technology integration

Apr 26, 2017 at 4:00 PM EDT


 
 
 
  Conferences

InvestmentNews Retirement Income Summit 2017
Apr 24 - Apr 25 in Chicago, IL

Morningstar Investment Conference 2017
Apr 26 - Apr 28 in Chicago, IL

LIMRA Retirement Industry Conference 2017
Apr 26 - Apr 28 in Chicago, IL

SSG Conference 2017
Apr 26 - Apr 28 in San Diego, CA

IMCA Annual Conference 2017
Apr 30 - May 3 in San Diego, CA
    Webinars

Introduction to Plan Creation
Apr 10, 2017 at 2:00 PM ET
Apr 18, 2017 at 11:00 AM ET
Apr 24, 2017 at 11:00 AM ET

Social Security Analysis
Mar 7, 2017 at 11:00 AM ET
Mar 22, 2017 at 11:00 AM ET

Introduction to Plan Delivery
Apr 6, 2017 at 2:00 PM ET
Apr 12, 2017 at 2:00 PM ET
Apr 20, 2017 at 11:00 AM ET
Apr 28, 2017 at 11:00 AM ET

Annuities In MoneyGuidePro
Apr 11, 2017 at 11:00 AM ET

College Planning
Apr 25, 2017 at 4:00 PM ET

Life Insurance Analysis and Long-Term Care
Apr 20, 2017 at 4:00 PM ET

Create a 5-min Prospect Plan
Apr 27, 2017 at 11:00 AM ET