Keeping clients engaged in the financial planning process can be tough. Allowing them to actively participate during a meeting can spark new conversation topics and motivate clients to take action. The Play Zone® feature allows you to give your client access to engage with their plan. Clients can make adjustments to variables they can control, such as retirement age and lifestyle.
By allowing the client to engage with their plan, they can make adjustments to see the impact, of retiring early for example, compared to the Recommended Scenario. The Play Zone® helps clients identify and understand tradeoffs they may need to make to achieve their goals, such as saving more or cutting back expenses.
To learn more about MoneyGuidePro® and utilizing the Play Zone® feature, request a FREE demo today.
Already a MoneyGuidePro® User? Contact our Support team for additional information and training on using the Play Zone® feature of your MoneyGuidePro® subscription.
support@moneyguidepro.com | 800.743.7092