How does Life Insurance impact a financial plan? Money Guide has just introduced a new booklet to help advisors understand the opportunities and to present life insurance solutions to their clients. This booklet identifies common life insurance opportunities, common client questions and concerns, and guides the user through the planning opportunities in MoneyGuide Pro. It can be a great resource for existing users.
If you are not already a MoneyGuide Pro user, but would like to learn more, please contact ESI Business Development. ESI requires users to be IARs in order to use MoneyGuide Pro.
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