Reviews written by michaelb(80

How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

Webinars

michaelb(80 July 12, 2012
(Updated: July 12, 2012)

4.0
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Informative

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How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

Webinars

michaelb(80 July 12, 2012
(Updated: July 12, 2012)

4.0
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Informative

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Life Settlements: Understanding The Process, Avoiding The Pitfalls

Webinars

michaelb(80 January 19, 2012
(Updated: January 19, 2012)

4.0
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-

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MoneyGuidePro

Financial Planning

michaelb(80 June 17, 2011

Overall rating

3.3

Company

4.0

Interface

4.0

Integration

4.0

Pricing

3.0

Monte Carlo Simulation

3.0

Taxes

2.0

Asset Allocation

4.0

LTC-College Planning

3.0

Estate Planning

3.0

Nice web-based planning software

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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach

Webinars

michaelb(80 June 16, 2011
(Updated: June 16, 2011)

4.0
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Did a nice job summarizing legacy planning at a basic level.

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