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eMoney Advisor Enhances Foundational Planning Solution with New Life Insurance Gap Analysis

Aug 29, 2019 - Business Wire

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the addition of Life Insurance Gap Analysis into its Foundational Planning solution. Building on Foundational Planning's existing streamlined workflow, the new module helps advisors quickly illustrate their clients' insurance needs through a modular approach or as part of a comprehensive plan.

Helping clients get the life insurance coverage they need continues...