Ladder integrates with Envestnet | MoneyGuide

Life insurance provider Ladder Insurance announced an integration with Envestnet | MoneyGuide, a financial planning software company serving over 107k financial advisors.

With this partnership, financial advisors utilizing Envestnet | MoneyGuide Elite’s Advanced Lifetime Protection tool will have access to Ladder’s term life insurance. Financial advisors will be able to estimate clients’ coverage needs, generate a quote, and send clients a link to apply – all from within the Envestnet | MoneyGuide platform.

“Life insurance is a critical piece of a comprehensive financial plan. We believe MoneyGuide has the most robust planning tool in the industry, and we’re excited to make it even easier for advisors to get clients the coverage their plans call for.” – Mike Izakov, head of financial institution partnerships at Ladder.

“Envestnet’s generational research shows that a surprising 50% of Baby Boomers are not formally organizing their long-term finances. Through our partnership with Ladder, our advisors are better equipped to help their clients take action on organizing their financial plans, including the important step of seeking to secure their financial futures through life insurance coverage. Ladder provides our advisors with digital access to term life insurance products, with an integration built right into our protection planning solution.” – Rose Palazzo, group president of Envestnet Financial Planning.