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Required Financial Modeling,Financial Planning freelancer for MoneyGuidePro expert job
Posted at - Jul 1, 2023
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Looking for an expert in MoneyGuidePro to assist me in financial plans for my clients. I typically have 3-5 new plans per month. Must be able to create additional 'What If' scenarios to illustrate to clients the benefit of adding a long-term care policy, whole life policy, or annuity with lifetime income in addition to the basic adjustments to the plan (spend less, save more, adjust asset allocation)
About the recuiterMember since Mar 14, 2020 Ricky Goodall from Tamil Nadu, India