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SUMMARY:The Future of Illustrations: A First Look at WELiS
DESCRIPTION:Be among the first to explore WELiS\, iPipeline’s new browser-based illustration platform. \nWe’ll walk through key features\, what’s changing\, and how WELiS can help streamline your illustration process. \nJoin us for a live introduction to WELiS\, the browser-based illustration platform from iPipeline\, built specifically for the life insurance and annuity industry. \nWELiS offers a faster\, more flexible experience with compliant\, customizable illustrations accessible on desktop\, web\, and mobile. \nThis webinar will highlight key features\, explain what’s changing\, and show how WELiS supports a more efficient\, modern illustration process.
URL:https://www.carylevinson.com/event/the-future-of-illustrations-a-first-look-at-welis/
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DTSTART;TZID=America/New_York:20260311T140000
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SUMMARY:Agency Automator Live Demo Training
DESCRIPTION:Click Link to Join: \nhttps://global.gotomeeting.com/join/550360733 \nDial in using your phone: \n(571) 317-3112 \nAccess Code: \n550-360-733
URL:https://www.carylevinson.com/event/agency-automator-live-demo-training/2026-03-11/
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DTSTART;TZID=America/New_York:20260311T140000
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SUMMARY:Women and Wealth: Turning Risks into Readiness
DESCRIPTION:Women are expected to control $34 trillion in U.S. assets by 2030. Are you positioned to serve them? \n  \nJoin Lori Seaton and Lori Salmon to explore: \n\nOpportunities created by the Great Wealth Transfer\nHow to better serve female clients\nInsights from North American’s research\n\nMarket data and recent studies show an incredible wealth transfer taking place in which women are estimated to control $34 trillion in US assets by 2030. Join us for a live webinar hosted by Lori Seaton\, North American Head of Market Enablement\, to learn about: \n• Opportunities the Great Wealth Transfer might present for your business \n• The critical role financial professionals can play in meeting clients’ needs \n• North American’s unique insights into female consumers based on our latest research study
URL:https://www.carylevinson.com/event/women-and-wealth-turning-risks-into-readiness/
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