How Advisors Use Wealth.com + Wealthbox to Provide a Reimagined Approach to Estate Planning

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Join us for a previously recorded live webinar to discover how the Wealth.com + Wealthbox integration helps advisors deliver better estate planning options and guidance to clients. This webinar will cover:

  1. How the Wealth.com estate planning platform allows advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients.
  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 use the integration to see real-time updates on their client’s Wealth.com activity within the Wealthbox contact record.
  4. The benefits of the Wealth.com and Wealthbox integration, and how to get started with ease.

Speakers

Charlotte Young

Principal Product Manager

Wealth.com

Jomin Bishop

VP of Sales

Wealthbox


“At Wealth.com, we are committed to delivering a best-in-class experience to advisors and their clients. Our integration with Wealthbox allows advisors to see their clients’s estate planning information directly in their CRM to ensure they have the information they need, when they need it, in one place.”

Danny Lohrfink

Chief Product Officer at Wealth.com

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