Easily discover, evaluate, implement, and report on insurance and annuities for your clients right from the Black Diamond® Wealth Platform.
Join us to see how Black Diamond incorporated the Advent Insurance Marketplace Powered by DPL into the platform. The new experience makes leveraging the first-ever integrated, commission-free insurance marketplace for advisors easy. Equipping you with the resources, tools, and insights necessary to implement them as part of your clients’ financial plans.
Information about the Advent Insurance Marketplace and the commission-free solutions and educational resources available
How the new Insurance space within Black Diamond’s Client View application works as an operational dashboard to help you access, manage, bill, and report on insurance and annuity solutions
Strategies for implementing low-cost insurance and annuity solutions in holistic financial plans
Don’t miss this chance to see Black Diamond and the Advent Insurance Marketplace working together so you can offer beneficial insurance solutions that improve outcomes for both your clients and your firm.