Insurance Agents

Financial Professionals
Insurance Agents
Fraternal Organizations

Insurance Agents

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 to 
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“What Robert and Bonsai are building with their revolutionary platform for financial professionals is extremely powerful. 98% of business owners don't know the value of their businesses or private company shareholdings. By enabling them to understand their clients business value in minutes, though our tool, Bonsai’s platform and our partnership, advisors are tapping into one greatest opportunities to grow their AUM and to better serve their business owners clients.”

Michael M. Carter,
 Founder & CEO, BizEquity