Asset-Map Recognized as Top Specialized Planning Application at the 2020 Wealth Management Industry Awards

Asset-Map is honored to be selected as the winner in the Top Specialized Planning Application category at the 2020 WealthManagement.com Industry Awards for insurance and disability planning instruments.

Now in its sixth year, the WealthManagement.com Industry Awards recognizes achievements from industry organizations, companies, and individuals that make a significant contribution to the financial services industry.

This year, WealthManagement.com received over 600 entries and announced 72 winners at the virtual awards ceremony that took place on Thursday, September 10.

Asset-Map’s recognition in the specialized planning application category centered around the efforts made to illuminate and then address issues involved in helping advisors determine how much income replacement coverage is available to a client in the event of a disability. By condensing the data and communication into one convenient page, financial advisors can clearly communicate their clients’ specific exposure in a digestible way.

Whether or not an advisor utilizes planning tools, our goal is to encourage advisors to be proactive when it comes to discussing the potential for disability with clients.

The Asset-Map team is thrilled to be recognized by the WealthManagement.com Industry Awards and is committed to continuing initiatives addressing the lack of financial technology tools aimed at educating clients and making conversations easier regarding insurance and disability coverages.

To learn more about why life insurance is too often overlooked, read our recent article in ThinkAdvisor.