College Reimbursement Strategies with BackNine + Wealthbox

Paying for college is one of the biggest financial concerns for many families, and advisors have an opportunity to guide clients through smart, strategic reimbursement options using life insurance. In this webinar, we’ll explore how to incorporate college reimbursement into your planning conversations and how BackNine’s insurance solutions, integrated with Wealthbox, make it simple to take action.

This webinar will cover:

1. How Wealthbox helps advisors stay organized and proactive when incorporating college reimbursement into client financial plans
2. Common pitfalls advisors face when addressing college funding
3. Best practices for introducing college reimbursement into client conversations
4. How BackNine and Wealthbox work together to streamline implementation