Events & Webinars
Upcoming Conferences
May 15-17, 2024
Connections 2024
In-Person for Life, Annuities, and Wealth Management
Omni Orlando Resort | ChampionsGate, FL
Webinars
SolutionBuilder & CIExpert
This webinar is offered monthly at 11am. Choose the date that works best for you!
To understand how the integration between SolutionBuilder & CIExpert works and understand how CIExpert’s assessment works.
To understand how the integration between SolutionBuilder & CIExpert works and understand how CIExpert’s assessment works.
Webinars
Future Protection for the Younger Generation
Tuesday, 14 May 2024 at 11am
To understand how Gen Z Clients are the clients of today and for the future; utilising data and technology including iPipeline to help advisers access this market.
To understand how Gen Z Clients are the clients of today and for the future; utilising data and technology including iPipeline to help advisers access this market.
Webinars
SolutionBuilder Hints & Tips & Ask the Trainer
This webinar is offered multiple times on the second Wednesday of each month. Choose the date that works best for you!
Webinars
Assureweb Versus SolutionBuilder
Wednesday, 15 May 2024 at 2pm
Still using Assureweb and want to explore the differences between Assureweb and SolutionBuilder? This webinar will show you why SolutionBuilder is the preferred protection sourcing system for many advisers.
Still using Assureweb and want to explore the differences between Assureweb and SolutionBuilder? This webinar will show you why SolutionBuilder is the preferred protection sourcing system for many advisers.
Webinars
Proving the Value of a Policy to Your Clients & Compliance in SolutionBuilder
Monthly at 10am or 11am (times vary). This webinar is offered several times, choose the date that works best for you!
Join iPipeline & Protection Guru on this 45 minute webinar on how to Prove the Value of a Policy to your Clients & Compliance.
Join iPipeline & Protection Guru on this 45 minute webinar on how to Prove the Value of a Policy to your Clients & Compliance.
Webinars
SolutionBuilder Single Benefit Case Study – How To
Join us every Tuesday morning at 11am for an overview of sourcing Single Benefit quotes via SolutionBuilder.
Webinars
SolutionBuilder Multi Benefit Case Study – How To
An overview of sourcing Multi Benefit quotes via SolutionBuilder On Demand.
Watch On Demand