eMoney
Helpful Tips and Articles
ONBOARDING:
GETTING STARTED
How to set-up your account and begin using eMoney.
ORGANIZER
OVERVIEW DASHBOARD
How to navigate and use the Organizer tools.
HOW TO RESET
YOUR eMONEY PASSWORD
ADDING PERSONAL BANK ACCOUNTS
AND OTHER ASSETS
Harness the power of eMoney by adding all your financial accounts in one place.
CLIENT VAULT CHECKLIST
Suggested items you may want to upload to your eMoney client vault.
ACCOUNTS TROUBLESHOOTING
How to correct common account errors within eMoney.
Library
LA 360 BROCHURE The LA360™ process is the industry’s first, fully-integrated, end-to-end life insurance planning model.
CONCIERGE SERVICES Valmark Concierge Services simplifies the life insurance application process by providing a confidential and highly personalized service to help coordinate the client’s application paperwork and necessary medical requirements.
UNDERWRITING ADVOCACY A proactive approach to obtaining favorable underwriting offers and policy pricing.
POLICY MANAGEMENT Enhancing your insurance experience by bridging expectations with results.
LIFE SETTLEMENTS A life settlement is the sale of an existing life insurance policy to a third party for less than the death benefit and more than the cash surrender value. Leverage the expertise of our Life Settlement Advocacy Program™ to represent, coordinate and negotiate your case.
ARC BROCHURE The ARC Process™ addresses the planning and preparation needed to accumulate wealth for retirement during an individual’s working years.
RISK BROCHURE The RISK Process™ is intended to help manage and preserve wealth after retirement with an emphasis on guarding against post-retirement risks.
WEALTH SOLUTIONS BROCHURE Valmark Wealth Solutions strives to offer robust wealth solutions to accommodate asset management needs based on investment philosophy, overall financial picture, and risk tolerance.
4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com
Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Click here for Valmark Customer Relationship Summary.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.