Client-Led Planning

How long will my money last?

A common question advisors are asked when meeting with a client. Get your clients involved in their financial future - validate your advice by letting them discover how insurance or annuity strategies can help them cover the gaps in their plan.

My Plan Builder

Clients can enter their goals, add investment and other assets, and choose a risk score. The client will see their plan’s Probability of Success and use the sliders to test different variables and see their potential impact. Based on their results, you can offer tailored advice and solutions.

Protect Your Family

Visually demonstrate how clients have the ability to cover their essential expenses with protected income and ease their concerns about investment or market fluctuations.

Enable a Path to Financial Freedom

Young investors can benefit from monthly cash flow strategy that shows where to best apply money used towards credit card debt, student loans, building an emergency account, etc.

Yodlee® FinApps

Advisors with a Yodlee subscription have blocks that feed account data into a MoneyGuide plan, saving you time and reducing data entry.