Live Training Webinar: Introducing Asset-Map Signals™
In this webinar, LiaJean McHenry (Sr. Training Manager) will share Asset-Map's newest feature, Signals, which was released in early March of this year.
Asset-Map Signals is an indicator for the financial preparedness of a household to fund a sustained loss associated with up to six critical events that commonly disrupt financial security. Learn how to use Signals to identify potential scenarios for your clients that require attention and could lead to new planning opportunities.
Please note: If you don't currently have access to Signals, this could be due to your subscription type or enterprise affiliation.