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Chalk up another successful Annual
Meeting at the Chateau Vaudreuil near Montreal. Participants included
representatives from 8 different insurance carriers. Presenters
included:
Byren Innes, NewLink Group exposed what advisors are really illustrating
and selling. Plus what advisors want to see in an In-Force Illustration
System. For copies of Byren's presentation contact byren directly at
byren.innes@newlinkgroup.com
or 416.803.4625.
Denis Belliard, AXA Assurances discussed their experience and plans
regarding the Novinsoft combined New Business / In-Force Illustration
System.
Download his PPT presentation.
Shawn Brayman, PlanPlus Inc. presented on the integration of their
Wealth Advisor Financial Planning software with Novinsoft insurance
software solutions. You can reach Shawn at
shawn@planplus.com
or 705.324.8001 x306.
Vlad Olaru and Neil Menear of Novinsoft presented on Tools currently
available and under development to allow Client Companies to maintain
certain areas of their Illustration Systems. Download:
Neil's presentation,
Vlad's presentation
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