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Trust & Will Product Demo + New Features for Northwestern Mutual Advisors

May 02, 2024 11:00 (PDT)
About 45 minutes

About this event

Trust & Will for Advisors is a modern and online estate planning solution for financial advisors — helping you deliver more comprehensive planning and peace of mind to your clients.

Join us for an exclusive product demo for Northwestern Mutual Advisors highlighting:

  • Trust & Will product demo
  • Advisor Dashboard
  • Implementing estate planning into your practice
  • Highlighting new Features
  • Q&A

This presentation will serve as both a refresher for advisors who have been using Trust & Will actively with their clients, as well as those who are new to Trust & Will. If you are new to Trust & Will, you can create an Advisor Dashboard here.

Hosted by

  • Team member
    T
    Trust & Will for Advisors Team Webinar Host @ Trust & Will

    The leading estate planning platform, enabling financial advisors to provide more comprehensive planning.

  • Team member
    T
    Brian Lee Advisor Implementation Specialist @ Trust & Will

Trust & Will

Estate Planning, made easy.

Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.

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