How to provide more value to your corporate financial planning clients with life insurance modelling.
It’s never been easier to provide tremendous value to your corporate financial planning clients. Snap now enables the modelling of corporate Whole Life and Universal Life policies within its Corporate module, including the impact on the...4 Ways Financial Planning Can Help Grow Your Advisory Practice
We recently surveyed Snap users to get a better understanding of how financial planning software has benefited and grown the financial advisory practice. The responses were meaningful and impactful – so much so that we wanted to put together essentially a guide for all Canadian Financial Advisors who seek to grow their practices through effective financial planning.