Insurance agents can access our solutions directly through the MyBonsai website or through one of our IMO partners. MyBonsai software allows you, as an insurance agent, to utilize an asset-liability, wealth management planning tool that is real-time and interactive to significantly enhance value to your clients. You also have access to the Bonsai Exchange which offers best-in-class, risk management solutions, including select annuities, business valuations and access to a unique home equity offering. Bonsai Advisors gives you the opportunity to outsource “Chief Investment Officer” wealth management for your clients.
Contact us at 1-833-BONSAIX (1-833-266-7249) or email us at firstname.lastname@example.org to learn more.