How Advisors Use White Swan + Wealthbox to Find the Best Life Insurance Solutions

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Join us for a previously recorded live webinar to discover how the White Swan + Wealthbox integration helps advisors find the best life insurance policies for their clients. This webinar will cover:
  1. How White Swan’s digital brokerage platform gives advisors the ability to offer life insurance products through an easy-to-use digital experience that adheres to high best-interest standards.
  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 import contacts from Wealthbox to start requests for custom life insurance plans.
  4. The benefits of the White Swan and Wealthbox integration, and how to get started with ease.


Paul Simmons

Chief Insurance Officer

White Swan

Pontus Lagerberg


White Swan

Chris Kopanski

Sr. Product Specialist


“We’re thrilled to launch the White Swan integration with Wealthbox, empowering wealth managers to seamlessly offer any type of life insurance products to their clients with high best-interest standards. Combine the powers of Wealthbox with White Swan to complement your existing offerings and create a new revenue stream.”

Pontus Lagerberg

CEO of White Swan

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