News
NaviPlan 10.0 gives advisors an effective means of presenting risk and income options to clients
NaviPlan is the tool for advisors who need
a quick system to assess progress toward retirement,
education, and major purchase goals, and for the
upper 20 percent of professionals and practices
that need more extensive tools to focus on wealth
management rather than creation of simple plans.
“NaviPlan is a well crafted tool,” writes Dave McClure in his article The Challenge of Financial Planning published at WebCPA. “Its breadth of products in the same family will allow companies to select the appropriate product for their budgets, training time available, and client requirements.”
EISI has invested significance resources in the research and development of the latest release of NaviPlan, specifically with respect to retirement distribution.
The version 10 upgrade, notes McClure, is giving advisors “an effective means of presenting risk and income options to their clients.”
Read the full article at: The Challenge of Financial Planning
