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Required Financial Modeling,Financial Planning freelancer for MoneyGuidePro expert job

Posted at - May 19, 2024

Toogit Instant Connect Enabled

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 Nov 11, 2022 Mahavir
from Madhya Pradesh, India

Skills & Expertise Required

Financial Modeling Financial Planning 

Open for hiringApply before - Jul 18, 2024

Work from Anywhere
40 hrs / week
Hourly Type
Remote Job

Offer to work on this project closes in 30 days!
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