We are pleased to announce the next generation of MoneyGuidePro is coming to Equity Services, Inc on Monday November 13th. In this latest version you’ll many new features to help make planning easier such as
- Advanced Earmarking with Monte Carlo
- Employer Awards (replacing Stock Options and Restricted Stock)
- New Account Type: Health Savings Accounts
- Better Handling of Annuities with Lifetime Income
- Enhancements to the Cash Bucketing Strategy
- Improvements to the Disability Insurance Needs Analysis
If you want to learn more about the enhancements you can review the release notes or join a webinar hosted by MoneyGuidePro on Tuesday November 14th at 2pm ET. Can’t make it? The webinar will be recorded and available to everyone who registered.
It’s important to note that some of the changes that MoneyGuidePro is making may change the probability of success for your plan either negatively or positively. While not every plan will be impacted, and we expect any plans that are to only have minor adjustments, we highly recommend that if you have any plan presentations on or after November 13th that you give yourself extra time to review the plan and make any updates as necessary.
Still have questions? You can reach out to MGP directly at 1-800-743-7092 or you can email us at ESItech@nationallife.com.
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