Picture It This Clearly – Part 2
In this second part of a two-part series, Paul encourages you to help create a clear picture for your clients.
3 Ways a Financial Plan can Save a Marriage
How valuable can a financial advisor be to a recently married young couple?
Picture It This Clearly – Part 1
Paul Kingsman is a guest vlogger for Moneytree Series. In this first part of a two-part series, Paul asks you what does success look like and encourages you to look where you’re heading.
Get Started on 2021 Now
On our webinar for Advisors (October 1), Paul Kingsman shared some great, effective language advisors can use to build their businesses. Now, Paul will be a guest contributor to our blog for the rest of this month. Today he’s giving us a helpful tip to make the most of next year, starting now.
Two Ways to Implement Reverse Mortgages in Moneytree Plan Projections
There are two methods to implement a reverse mortgage in Moneytree Plan.
Converting an IRA to Roth IRA in Moneytree Plan
Converting an IRA to a Roth IRA is simple, thanks to Moneytree Plan’s highly flexible planning data.
What’s New with Moneytree
Moneytree Software releases Moneytree Advise and Moneytree Plan, formerly known as Silver Online and TOTAL Online. Learn more about these updates and more.
Feature Focus: Using the Client Access Portal in Moneytree Plan
Learn how Client Access works with Moneytree Plan. Advisors and clients can share documents, tools, and comments to collaborate on a financial plan.
Feature Focus: Using What-If in Moneytree Plan Client Access
Learn how the Simple and Advanced versions of the What-If tool works in Moneytree Plan in Client Access Portal.
Feature Focus: Using DocVault in Moneytree Client Access Portals
Learn how the DocVault works in Moneytree Advise and Moneytree Plan. Get a walkthrough on setting up your clients.