Watch our webinar from October 3, 2023 and explore how Wealthbox integrates with White Swan’s brokerage platform to streamline high quality life insurance offerings for wealth managers and financial advisors.
What you’ll learn from the webinar:
How White Swan’s brokerage platform helps advisors provide tailored experiences for best-interest oriented life insurance solutions
How White Swan’s technology, experienced industry experts, and extensive product availability provide superior client experiences for any need
How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
Chief Executive Officer
Chief Insurance Officer
Sr. Product Specialist