Delivering Timely Advice with Bento Engine + Wealthbox

Join Bento Engine and Wealthbox for an in-depth webinar on how financial advisors can use timely, actionable content to better serve clients and scale personalized advice. This session will explore new ways to engage clients around key life milestones, and demonstrate how to seamlessly integrate Bento Engine insights within Wealthbox to enhance client relationships and drive growth.

This webinar will cover:

1. Newly launched Age 60 milestone content and SECURE 2.0 “Max Saver” catch-up opportunities
2. Life Event modules for Death of a Parent and Death of a Spouse
3. How to use Bento Engine’s content in Wealthbox workflows and tasks
4. Best practices for advisors to proactively engage clients during key life moments