{"id":974,"date":"2020-10-29T14:25:06","date_gmt":"2020-10-29T14:25:06","guid":{"rendered":"https:\/\/www.touchpointwealthpartners.com\/site\/?page_id=974"},"modified":"2025-09-03T16:39:47","modified_gmt":"2025-09-03T16:39:47","slug":"client-resources-emoney","status":"publish","type":"page","link":"https:\/\/touchpointwealthpartners.com\/site\/education\/client-resources-emoney\/","title":{"rendered":"eMoney"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” disabled_on=”off|off|off” _builder_version=”4.16″ bottom_divider_style=”curve2″ bottom_divider_color=”#ffffff” collapsed=”off” global_colors_info=”{}”][et_pb_fullwidth_slider show_arrows=”off” show_pagination=”off” show_cta_on_mobile=”off” show_image_video_mobile=”on” disabled_on=”off|off|off” admin_label=”INNER HERO V1 – DESKTOP” _builder_version=”4.16″ custom_padding=”50px||50px|” custom_padding_tablet=”” custom_padding_phone=”” custom_padding_last_edited=”on|desktop” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][et_pb_slide heading=”eMoney” use_bg_overlay=”off” use_text_overlay=”off” admin_title=”Client Resources” _builder_version=”4.16″ header_font=”Open Sans|800|||||||” header_text_align=”center” header_font_size=”65″ background_color=”#7ebec5″ background_image=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Resources-scaled.jpg” parallax=”on” button_on_hover=”on” custom_padding=”400px||200px|” custom_padding_tablet=”200px||200px|” custom_padding_phone=”100px||100px|” custom_padding_last_edited=”on|phone” child_filter_saturate=”0%” header_font_size_tablet=”65″ header_font_size_phone=”38″ header_font_size_last_edited=”on|phone” header_text_shadow_style=”preset5″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” sticky_transition=”on”]\"\"[\/et_pb_slide][\/et_pb_fullwidth_slider][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ bottom_divider_style=”curve2″ bottom_divider_color=”#214963″ collapsed=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ module_alignment=”center” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HDR – Helpful Tips and Articles” _builder_version=”4.16″ header_text_color=”#e37358″ text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Helpful Tips and Articles<\/h1>\n

[\/et_pb_text][et_pb_text admin_label=”BODY – eMoney Resources” _builder_version=”4.16″ text_orientation=”center” global_colors_info=”{}”][\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/A-Guide-to-Getting-Started.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – Onboarding – Getting Started” _builder_version=”4.27.4″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – Onboarding – Getting Started” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

ONBOARDING:
\nGETTING STARTED
\n<\/strong>How to set-up your account and begin using eMoney.
\n<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Client-Organizer-Overview.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – Organizer Overview” _builder_version=”4.27.4″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – ORGANIZER OVERVIEW” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

ORGANIZER
\nOVERVIEW DASHBOARD
\n<\/strong>How to navigate and use the Organizer tools.
\n<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Forgot-Your-Password.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – PASSWORD RESET” _builder_version=”4.27.4″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – PASSWORD RESET” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

HOW TO RESET
\nYOUR eMONEY PASSWORD<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Add-Accounts.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – ADDING PERSONAL ACCTS” _builder_version=”4.27.4″ hover_enabled=”0″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” sticky_enabled=”0″][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – ADDING PERSONAL ACCTS” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

ADDING PERSONAL BANK ACCOUNTS
\nAND OTHER ASSETS
\n<\/strong>Harness the power of eMoney by adding all your financial accounts in one place.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/eMoney-Client-Vault-checklist.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – VAULT CHECKLIST” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – VAULT CHECKLIST” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

CLIENT VAULT CHECKLIST
\n<\/strong>Suggested items you may want to upload to your eMoney client vault.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Troubleshooting-Accounts.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – ACCOUNTS TROUBLESHOOTING” _builder_version=”4.27.4″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][et_pb_text admin_label=”DOWNLOAD – ACCOUNTS TROUBLESHOOTING” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

ACCOUNTS TROUBLESHOOTING
<\/strong>How to correct common account errors within eMoney.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ background_color=”#214963″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ module_alignment=”center” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HDR – Library” _builder_version=”4.16″ header_text_color=”#e37358″ text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Library<\/h1>\n

[\/et_pb_text][et_pb_text admin_label=”BODY – Library” _builder_version=”4.16″ text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]Brochures and Related Information[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”DOWNLOAD – LA 360 BROCHURE” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

LA 360 BROCHURE <\/strong>The LA360\u2122 process is the industry\u2019s first, fully-integrated, end-to-end life insurance planning model.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_life-assurance-360-brochure.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – LA 360 BROCHURE” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”DOWNLOAD – CONCIERGE SERVICES” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

CONCIERGE SERVICES <\/strong>Valmark Concierge Services simplifies the life insurance application process by providing a confidential and highly personalized service to help coordinate the client\u2019s application paperwork and necessary medical requirements.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_concierge-services.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – CONCIERGE SERVICES” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”DOWNLOAD – UNDERWRITING ADVOCACY” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

UNDERWRITING ADVOCACY <\/strong>A proactive approach to obtaining favorable underwriting offers and policy pricing.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_UADV-brochure.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – UNDERWRITING ADVOCACY” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”DOWNLOAD – POLICY MANAGEMENT” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

POLICY MANAGEMENT <\/strong>Enhancing your insurance experience by bridging expectations with results.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_pmc-partnership-brochure_4-18.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – POLICY MANAGEMENT” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”DOWNLOAD – LIFE SETTLEMENTS” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

LIFE SETTLEMENTS <\/strong>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\u2122 to represent, coordinate and negotiate your case.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_LSA-brochure.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – LIFE SETTLEMENTS” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”DOWNLOAD – ARC BROCHURE” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

ARC BROCHURE <\/strong>The ARC Process\u2122 addresses the planning and preparation needed to accumulate wealth for retirement during an individual\u2019s working years.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/arc-trifold.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – ARC BROCHURE” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”DOWNLOAD – RISK BROCHURE” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

RISK BROCHURE <\/strong>The RISK Process\u2122 is intended to help manage and preserve wealth after retirement with an emphasis on guarding against post-retirement risks.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/the-risk-brochure-1.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – RISK BROCHURE” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”DOWNLOAD – WEALTH SOLUTIONS BROCHURE” _builder_version=”4.16″ text_font_size=”18px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

WEALTH SOLUTIONS BROCHURE <\/strong>Valmark Wealth Solutions strives to offer robust wealth solutions to accommodate asset management needs based on investment philosophy, overall financial picture, and risk tolerance.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_vws-brochure.pdf” url_new_window=”on” button_text=”DOWNLOAD” button_alignment=”center” admin_label=”Button – WEALTH SOLUTIONS BROCHURE” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ prev_background_color=”#214963″ admin_label=”FOOTER” _builder_version=”4.21.0″ _module_preset=”default” background_color=”rgba(33,73,99,0.56)” background_image=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_FOOTER_1B.jpg” top_divider_style=”wave” global_module=”128″ locked=”off” collapsed=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.16″ custom_padding=”50px|||” width_unit=”off” custom_width_percent=”100%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/touchpointwealthpartners.com\/site\/contact\/contact-how-to-reach-us\/” button_text=”Connect with Us” button_alignment=”center” admin_label=”Button – Connect with Us” _builder_version=”4.16″ custom_margin=”30px|||” button_bg_color_hover=”#e0e0e0″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_text_size__hover=”null” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_text_color__hover_enabled=”off” button_text_color__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_border_width__hover_enabled=”off” button_border_width__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_border_color__hover_enabled=”off” button_border_color__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” button_border_radius__hover_enabled=”off” button_border_radius__hover=”null” button_one_border_radius__hover_enabled=”off” button_one_border_radius__hover=”null” button_two_border_radius__hover_enabled=”off” button_two_border_radius__hover=”null” button_letter_spacing__hover_enabled=”off” button_letter_spacing__hover=”null” button_one_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover=”null” button_two_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover=”null” button_bg_color__hover_enabled=”on” button_bg_color__hover=”#e0e0e0″ button_one_bg_color__hover_enabled=”off” button_one_bg_color__hover=”null” button_two_bg_color__hover_enabled=”off” button_two_bg_color__hover=”null”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text – FOOTER CONTACT INFO” _builder_version=”4.16″ background_layout=”dark” global_colors_info=”{}”]<\/p>\n

4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Logos_TPWP_WHITE.png” title_text=”Logos_TPWP_WHITE” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”LOGO – WHITE” _builder_version=”4.27.4″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text – FOOTER DISCLOSURE” _builder_version=”4.21.0″ text_font=”|300||on|||||” text_font_size=”11px” text_line_height=”1.6em” link_text_color=”#ffffff” text_orientation=”justified” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA<\/a>, SIPC<\/a> 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.<\/p>\n

Click here<\/a> <\/strong>for Valmark Customer Relationship Summary.<\/p>\n

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u2122, and CFP\u00ae (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements.
<\/b><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

Helpful Tips and ArticlesONBOARDING: 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 […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":176,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"

This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p>

Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote>

...or something like this:<\/p>

The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote>

As a new WordPress user, you should go to your dashboard<\/a> to delete this page and create new pages for your content. Have fun!<\/p>","_et_gb_content_width":"","footnotes":""},"class_list":["post-974","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/974","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/comments?post=974"}],"version-history":[{"count":61,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/974\/revisions"}],"predecessor-version":[{"id":3289,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/974\/revisions\/3289"}],"up":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/176"}],"wp:attachment":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/media?parent=974"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}