User tutorials

Led by Jordan Atin, co-founder of eState Planner, these 30-minute CPD-accredited sessions cover a new functionality of eState Planner each week.

April 23, 2024, at 12:30 pm ET

Life insurance declarations

Sign up for our next user tutorial to learn how to appoint beneficiaries of a life insurance policy and how to generate a life insurance declaration in eState Planner.

The session also includes a Q&A session with eState Planner's CEO, Jordan Atin.

Details

This interactive session is designed to help eState Planner users make the most out of the software.

eState Planner's CEO, Jordy Atin, shares a different feature highlight each week, then hosts a Q&A for all product-related queries.

Attendees will earn 15 minutes of Professionalism CPD credits after each session.

By signing up for this webinar, you agree to it being recorded and shared.

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