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

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.


Pontus Lagerberg

Chief Executive Officer

White Swan

Paul Simmons

Chief Insurance Officer

White Swan

Chris Kopanski

Sr. Product Specialist