Live Webinar

Turning Life Events Into Planning Moments

Tuesday, September 8, 2026 @ 2:00 PM ET

PRESENTED BY

ABOUT THIS WEBINAR

Major life events often bring new financial priorities—and new opportunities to make sure clients have the right protection in place. Join Wealthbox and BackNine to learn how advisors can use their CRM to track important milestones, identify timely insurance conversations, and move from client insight to an insurance solution more efficiently.

WHAT WE'LL COVER

1 How to track life events like marriages, new children, and home purchases in Wealthbox
2 Ways to use CRM data, tasks, and workflows to prompt timely client outreach
3 How to turn important client milestones into proactive insurance conversations
4 How BackNine helps advisors quickly quote insurance solutions and move the application process forward

SPEAKERS

James Powell

Annuity Sales President

BackNine

Chris Kopanski

Head of Customer Education

Wealthbox

“BackNine and Wealthbox bring automation to life – so advisors can focus on what matters most: their clients.”

Melanie Rosenthal

Director Enterprise Division, BackNine Insurance

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