Financial Planner Blog

Financial Planners, Investment Advisors, and Insurance Specialists can now wrap data-driven, personalized insurance recommendations into their financial planning with complete transparency. The Snap Product Team has done it again and we are thrilled to announce our...

We've got some exciting news to share—you can now model existing or proposed Critical illness and Disability insurance plans in Snap. 🙌 This has been a top demand from our Advisors and we are thrilled to have rolled this out. This is just phase 1, as more insurance...