Beyond Personal Insurance to the Corporate Market: Kazushi Watanabe, CEO of HELLO base, to Lecture at MyClerk Corporate Market School 2026
As the personal insurance market matures, many insurance agents struggle to transition to the corporate market. To address this, Kazushi Watanabe, CEO of HELLO base Inc., will serve as a lecturer at the "MyClerk Corporate Market School 2026," hosted by MyClerk Inc. Mr. Watanabe will lead the "Financial Knowledge and Proposal Design" segment, teaching practical skills essential for success in corporate sales, such as interpreting financial statements and designing proposals based on business challenges. The school features three specialists teaching in their respective areas of expertise to support the systematic skill development of participants.
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- 📰 Published: May 18, 2026 at 19:10
- 🔍 Collected: May 18, 2026 at 10:31
- 🤖 AI Analyzed: May 18, 2026 at 22:34 (12h 2m after Collected)
As the personal insurance market matures, many insurance agents and FPs are showing interest in shifting to the corporate market. However, many approach business owners with the misconception that they can sell to corporations in the same way they sell personal insurance, only to see negotiations fail and withdraw. Therefore, HELLO base Inc. (Headquarters: Nagoya, Aichi; CEO: Kazushi Watanabe) announces that its CEO, Kazushi Watanabe, will be a lecturer for the "Financial Knowledge and Proposal Design" part of the "MyClerk Corporate Market School 2026," which will be launched in June 2026 by MyClerk Inc. (Headquarters: Sendai, Miyagi; CEO: Hideyuki Kitagawa). The Corporate Market Cannot Be Won on "Product Knowledge" Alone - The Wall Facing Individual FPs Small and medium-sized enterprise (SME) owners face business challenges entirely different from individuals, such as business succession, executive retirement benefits, employee welfare, and business protection. It is difficult to gain the trust of business owners by proposing insurance products with a self-taught approach to these issues. What is required in corporate insurance sales is, first, "the ability to read and understand the financial situation of the business owner"; second, "the proposal design skill to position insurance by working backward from business challenges"; and third, "the practical ability to translate the product itself into the context of the business owner." Learning opportunities that can simultaneously hone these three areas are extremely limited in the FP industry. Practical Curriculum Taught by Three Experts The "MyClerk Corporate Market School 2026" is structured so that three instructors, each of whom has achieved results in their respective fields, will teach the three major elements of conquering the corporate market: "Market and Partnership Development," "Financial Knowledge and Proposal Design," and "Practical Insurance Proposal Skills." Instructors and Their Areas of Responsibility Hideyuki Kitagawa CEO, MyClerk Inc. In charge of the market and partnership development part, covering how to enter the corporate market, designing partnerships with professionals, and practical methods for seminar-based customer acquisition. Kazushi Watanabe CEO, HELLO base Inc. In charge of the financial knowledge and proposal design part, covering the entire picture of proposal design working backward from business challenges, from reading financial statements to business protection measures, executive retirement benefit proposals, and employee welfare proposals. Takashi Asada Executive Officer, General Manager, Life Metrics Inc. In charge of the practical insurance proposal part, covering concrete proposal skills that make a difference in practice, such as corporate insurance proposal methods, approaches to deconstructing tax-deductible insurance, utilization of endowment and variable insurance, and points for product selection. Curriculum Structure (6 sessions total) Session 1: This Year, Let's Go Corporate - 7 Steps to Market Change / Mastering the Basics of Financial Statements / Basic Explanation of Corporate Insurance Proposal Methods Session 2: Approaching Corporations - Timing and Advance Preparation / How to Read Financial Statements from an Insurance Agent's Perspective / Unveiling the Know-How to Conquer Fully Deductible Insurance Session 3: Practical Methods for Developing Professional and Partner Networks / Mastering Business Protection Measures (Part 1) / Proposal Methods for Reviewing Tax-Deductible Insurance into Whole Life Insurance Session 4: Becoming a Trusted FP - Finding Killer Partners / Mastering Business Protection Measures (Part 2) & Role-Playing / Employee Welfare as an Opportunity - Proposal Methods for Endowment and Variable Insurance Session 5: Holding Seminars for Business Owners and Collaborative Seminars with Professionals! / Mastering Executive Retirement Benefit Proposals / Learning from Proposal Examples - Practical Case Studies Session 6: Comprehensive Collection of Corporate Development Methods / Mastering Employee Welfare Proposals & Final Summary / Thorough Explanation of Single-Premium and Whole Life Insurance for Executive Retirement Benefits [Urgent Announcement] Additional Dates for MyClerk Corporate Market School 2026 Recruitment Briefing Determined We are holding "Recruitment Briefings" to provide details about the school and hints for conquering the corporate market. Due to popular demand, an additional session has been scheduled for Thursday, May 21st. Sign up for the Recruitment Briefing (free of charge) Comment from the Representative Kazushi Watanabe, CEO, HELLO base Inc. "You can never win in the corporate market with just product knowledge. The ability to read and understand the financial situation of a business owner is the gateway to trust. I will pour this conviction, which I have felt most strongly while supporting SMEs through financial consulting, into the six-session curriculum. I highly recommend this school to FPs who want to take the success they've built in personal insurance to the next level in the corporate market." School Overview School Name: MyClerk Corporate Market School 2026 Opening Period: Early June 2026 for 2 months Course Structure: 6 main lectures (13:00-17:00, online) + 5 group consulting sessions (60 min, online) Fees: - Practical Course (30 seats): 348,000 JPY (excl. tax) *Includes real-time attendance, archive viewing, group consulting, unlimited chat support, and various bonuses. - Video Viewing Course (unlimited seats): 98,000 JPY (excl. tax) *Archive recording viewing only. Instructors: Hideyuki Kitagawa (CEO, MyClerk Inc.) / Kazushi Watanabe (CEO, HELLO base Inc.) / Takashi Asada (Executive Officer, General Manager, Life Metrics Inc.) Organizer: MyClerk Inc. Click here to enroll in this school To apply for the MyClerk Corporate Market School 2026, please apply from the link below. Apply here Company Overview MyClerk Inc. (School Organizer) Company Name: MyClerk Inc. Established: March 4, 2020 Representative: Hideyuki Kitagawa, CEO Location: Higashiguchi Hougetsu Bldg. 2F, 1-6-3 Tsutsujigaoka, Miyagino-ku, Sendai, Miyagi Business: Operation of "MyClerk" remote assistant service for the insurance industry, school business, consulting, FP material download site operation, FP slide sales. URL: https://myclerk.net/ HELLO base Inc. (Watanabe is CEO) Company Name: HELLO base Inc. Representative: Kazushi Watanabe, CEO Location: Nagoya, Aichi Business: Training and content provision for corporate insurance agents, management consulting, financial health diagnostics, online salon operation. URL: https://hokesuku.com HELLO base Inc. Official LINE: Free seminars are being held!! *This official LINE account delivers information on free seminars hosted by HELLO base every month. Contact HELLO base Inc. info@hellobase.jp