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To Charge or Not to Charge? | 2018 Live Training | Let the Plan be Your Sales Pitch | SmartOffice Integration
October 2017        
Last Chance for Training in 2017
We added one more MoneyGuideLive® event to wrap up 2017. The best part, we're hosting the training at PIEtechSM and offering it at a discounted rate. Join us November 8-9, 2017, for insight from our leaders and hands-on training using real life scenarios and case studies. While you're here:
  • Increase your confidence to create and present plans.
  • Receive step-by-step training on client-facing functionality like What Are You Afraid Of? and Play Zone®.
  • Get an insider's look at the new client engagement Fall release.
  • And enjoy two days of networking and sharing best practices with your colleagues.

Should I Charge for Planning?


Add your insight and help address one of the most frequently asked questions in our industry: Should I charge for planning? Please take a few minutes to complete the survey. The results will be made available in November.


Let the Plan Be Your Sales Pitch


Imagine a scenario where a client self-diagnoses their need for an insurance product or their concern about running out of money. MoneyGuidePro's Expectations and Concerns feature allows clients to identify what they're worried about as they approach retirement and facilitates conversations. This feature helps you better understand your client and position your products and advice within a quality financial plan.


Social Security Analysis


Social Security benefits are an important part of any plan. The Social Security Calculator in MoneyGuidePro® allows you to show current and recommended results. The analysis tool allows the client to view various filing methods and options for taking their benefit. You also have the ability to generate a program estimate of the annual Primary Insurance Amount (PIA) or enter exact annual benefit amounts. Additional training on the Social Security Analysis feature and the calculator can be found in the Support Center on-demand under Training Video Library or monthly under Live Training.


Coming Soon!

The MoneyGuidePro® trainers are gearing up to hit the road in 2018 and we want you to be there. Sign-up to be among the first to get notified when the MoneyGuideLive® 2018 schedule is announced.


Featured Webinar


Better leverage vital client information and create financial plans in less time through the integration between SmartOffice (Powered by Ebix) and MoneyGuidePro®. This solution automates the data entry process, jumpstarting the creation of each financial plan by automatically filling in important fields—from detailed client and household information to the most current account values. This one-click process eliminates redundant data entry, minimizes human error and reduces the time and cost required to build each plan. Join us on Thursday, October 19th at 4:00 PM ET to find out how it all works.

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