Envestnet Institute Financial Ed Apps
Make complex financial topics fun and easy to understand
Engage the family
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.
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. .
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.