4.0 |
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4.0 |
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Good...deeper on insurance than many will ever need. More topics on insurance would be good as it is an area of weakness for many advisors
4.0 |
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Good...deeper on insurance than many will ever need. More topics on insurance would be good as it is an area of weakness for many advisors
5.0 |
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Outstanding
4.0 |
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Very well thought out and timely
4.0 |
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Very well thought out and timely
5.0 |
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very informative addressing critical current issues given market volatility and client perceptions
5.0 |
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The flexibility of analyzing various variables is a nice feature to have in a retirement software package.
5.0 |
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5.0 |
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