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    Envestnet Institute Financial Ed Apps
    Make complex financial topics fun and easy to understand
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    Engage the family
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    Educate clients
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    Present and tell a story
    The projections or other information generated by Envestnet Institute Financial Ed Apps regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not a guarantee of future results. Actual results may vary with each use and over time.
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    Protected income
    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.
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    College loans
    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. .
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    Life Insurance
    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.