Over the past year, we've worked with a number of our users in preparation for the release of Version 5.0 of our system. This latest version introduces some powerful new modules and reports. The standalone Analysis Modules and Retirement Income Module, available in both eMoney 360 and eMoney 360Pro lets you quickly create a focused presentation on a variety of topics. The Retirement Income module addresses an important concern of many clients: How to manage finances to have the best possible retirement.
Unlike most retirement “calculators”, the Retirement Income module doesn’t use terms such as “spend-down” and “depletion”. eMoney’s philosophy is that a retirement plan should be positive and focus on maximizing lifetime income and chance of success. The Retirement Income Module uses concepts such as retirement age, Social Security election, guaranteed income products, and proper asset allocation to create a lifetime income plan. It also allows you to look at basic and discretionary spending habits to determine the proper balance and character of income during retirement.
If you are familiar with the existing eMoney reports, you’ll quickly see that these new modules are very different. Instead of simply presenting facts and numbers, the Retirement Income and standalone Analysis Modules provide educational content, a compelling storyline and powerful graphics to illustrate the benefit of each technique. You will also have the opportunity to omit pages that don’t speak to the current client’s needs, but the overall presentation will still have a cohesive feel.
If you have any questions regarding Retirement Income Modeling please contact Customer Support on 888-362-4612.
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A Whole New Breed Of Retirement - by Jon Wagner, Chief Architect