(WEBINAR) 🎯 Using Automated Recommendations to meet Retirement Goals (Aug 3, 2022)
With one of our most exciting new feature releases to date, Recommendations, you can see at quick glance how close your clients are to meeting their retirement spending goals and have Snap calculate options to make their retirement 100% funded.
Recommendations answers important high-level questions about your clients such as:
- How much can they spend?
- How much do they need to save?
- How soon can they retire?
You can access our recording to learn all about how to use this brand-new feature in your projections.
Click here to view the recording. Simply enter your name and email address and the recording will be made available to you immediately.