Page 18 - UIG_Membership Service Brochure
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Simplify is a financial software Ask Advisory gives you access
that allows you to easily manage to our knowledgeable financial
your entire financial life in one counselors to answer your
secure place so you can reach questions on everything
your goals faster. from establishing credit and
starting a college fund to
Here’s just a few things you can exploring retirement options.
do with Simplify: Get confidential guidance and
advice 24/7 about budgeting,
PERSONAL FEATURES: debt consolidation, health care
• Cash flow tracking expenses, credit cards, taxes
• Spending analysis and more.
• Debt management
• Track spending over time
• Set and track goals KEY FEATURES:
• 24/7 Access to Financial Counselors
BUSINESS FEATURES: • Free confidential counseling by phone
• Automate expense tracking process • Free Financial calculators
• Income and expense tracker • Access to Online Financial Resource
Center (informative articles and other
• Create customized reports
resources to help you plan ahead)
• View tax summary
• Profit and lost analysis
• Time as well as mileage tracking
