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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