How Advisors Use BackNine + Wealthbox to Plan For Their Clients’ Futures

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Watch this previously recorded live webinar to see how BackNine + Wealthbox help advisors guide their clients into the best life insurance and long-term care insurance plans. This webinar will cover:

  1. How BackNine’s life and long-term care platform provides advisors with access to over 80 life and long-term care insurance carriers with a simple quote, compare, and apply process.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors can send contact information from Wealthbox into the BackNine platform to search for, compare, and complete insurance applications for their clients.
  4. The benefits of the BackNine and Wealthbox integration, and how to get started with ease.


Brett Tattersall

Vice President


Jenna Ghibaudy

Product Specialist


“BackNine's philosophy is perfectly aligned with that of Wealthbox. Ease of use and collaboration provide the path for the success of our mutual users.”

Mark Chibbaro

President, Enterprise at BackNine

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