See how advisors can easily discover, evaluate, implement, and report on insurance and annuities for their clients right from within the Black Diamond® Wealth Platform.
See how Black Diamond incorporated the Advent Insurance Marketplace Powered by DPL into the platform. The integrated experience makes leveraging the commission-free insurance marketplace for advisors easy. Providing advisors with the resources, tools, and insights necessary to implement insurance as part of their clients' financial plans.
Webinar topics include:
- Information about the Advent Insurance Marketplace and the commission-free solutions and educational resources available
- Key considerations - Which changes should you be focusing on now?
- How the Insurance space within Black Diamond's Client View application works as an operational dashboard to help advisors access, manage, bill, and report on insurance and annuity solutions
- A demo of discovery tools that can help advisors easily evaluate, identify, and compare solutions
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