From Insight to Action: How Wealth.com + Jump Power Smarter Estate Planning
Upcoming Webinar
Date & Time: March 17 at 10 am PT | 1 pm ET
See how Wealth.com and Jump AI work together to help advisors transform unstructured client conversations into organized, actionable estate planning workflows.
In this session, you’ll see how the Wealth.com + Jump AI integration captures key insights from client meetings and automatically connects them to estate planning tasks, documents, and next steps. Instead of juggling notes and follow-ups, advisors can rely on structured intelligence that keeps every recommendation aligned, documented, and moving forward.
By turning conversation data into clear action inside Wealth.com, advisors can deliver a more proactive, consistent, and scalable estate planning experience — without adding operational complexity.
From smarter documentation to seamless follow-through, this integration helps advisors keep estate planning at the center of every client relationship.
What You’ll Learn
- How to turn meeting intelligence into estate planning action: See how insights captured by Jump AI flow directly into Wealth.com to support more informed, timely planning decisions.
- How advisors reduce manual work and missed details: Learn how automation streamlines documentation, follow-ups, and workflows so nothing slips through the cracks.
- A live walkthrough of the integration: Get a practical look at how Wealth.com and Jump AI work together to move advisors from conversation to confident execution.
Reserve your seat today.
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