Life Insurance and the Impact on a Financial Plan
Help your clients visualize their insurance needs over time and solve for laddered strategies.
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Help your clients visualize their insurance needs over time and solve for laddered strategies.
MoneyGuideElite’s advanced Lifetime Protection feature is an end-to-end solution that allows you to incorporate your own solutions and generate quotes so clients can see an estimate of what the strategy will cost.
In addition, the integration with Covr Financial Technologies allows financial advisors to see how life insurance affects their clients’ financial plans, now and throughout the course of their lives. Advisors can make projections and see recommendations on MoneyGuide, and then complete the application process online through Covr’s digital platform.