Digital disruption is happening all over the life insurance industry. Are you leveraging this to your benefit?
Learn how the most forward-thinking insurance advisors are leveraging technology, automation, and delegation to grow their revenue.
✅ Learn several lessons from digitizing insurance practices during the COVID-19 era – shared by Finaeo
✅ Discover how this digitization is enabling delegation of the mundane so advisors can focus on relationship growth – shared by Valenta
✅ Uncover how implementing automation can elevate your advisory practice into a more valuable, highly saleable business – shared by Valenta
Host: Kyle Langstaff, Business Development Director at Finaeo Inc.
Guest:
Shyam Ganesh, Managing Partner of Valenta