The Seven Steps to Success – Implementing View's Turn-key Adviser Facilitated Estate Planning Platform via Nowinfinity

We are excited to confirm View's adviser facilitated estate planning platform has been fully rebuilt via NowInfinity.  The new platform continues to provide all of your favourite aspects of View's adviser facilitated estate planning offering, including being adviser centric, service and price satisfaction guaranteed and provision of the legal advice certificate confirming that all legal advice has been provided by View.  This session will explore how financial advisers, accountants, risk advisers and other lawyers can leverage View's platform powered by NowInfinity to radically improve their estate planning offerings – and in turn deliver client solutions that simultaneously create immediately profitable income streams for referrers.