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.