"NISA Poverty" is the Buzzword, What Life Plan Tools Are Required for Financial Planners and Insurance Agents? – Free Online Briefing Session Held for 3 "FP Meijin" Lineups

With the spread of new NISA, interest in asset formation is increasing. On the other hand, the term "NISA Poverty," which refers to prioritizing investment to the point of disrupting the balance with daily life, is also becoming a hot topic. In this context, what is now being called for is not just investment, but life plan proposals that take into account the overall household finances, including housing, education costs, insurance, and retirement funds. In response to these background trends, our company is holding a free online briefing session to introduce the three lineups of our "FP Meijin" series, which can be utilized according to purpose and proposal scene. We will collectively introduce "FP Meijin Start," which easily leads to initial consultations and follow-up individual consultations after seminars, "FP Meijin Next," which supports the creation of sophisticated proposal documents, and "My Home Meijin," which specializes in housing purchase consultations, and clearly explain their respective features and how to use them differently. Furthermore, an overview of the "FP Meijin" series can also be viewed on the page below. https://www.fplabo.co.jp/fptool/ [Image] Background of the Event In the practical field for FP and insurance agents, it is important not only to guide clients on NISA and asset management but also to provide proposals that offer peace of mind for the future while looking at the client's overall household finances. On the other hand, there are various situations in proposal scenarios. From initial consultations where visualization of the current situation is needed in a short time, to full-fledged proposals involving comparative documents, and budget consultations related to housing purchases, one tool is not sufficient. Therefore, our company supports the diverse consultation services of FP and insurance agents by developing three lineups that cover everything from the entry point of proposals to full-fledged proposals and housing consultations. In this briefing session, we will organize the differences and usage methods of each tool and introduce how they can be incorporated into practical work. On the day, we will collectively introduce "FP Meijin Start," which easily leads to initial consultations and follow-up individual consultations, "FP Meijin Next," which supports the creation of sophisticated proposal documents, and "My Home Meijin," which specializes in housing purchase consultations, and clearly explain their respective usage scenes and how to use them differently. Recommended for People Like These: - Those looking for a tool that easily leads from initial consultations to subsequent consultations. - Those who want to conduct consultations on NISA and asset management while visualizing their overall household finances. - FP and insurance agents who want to increase the persuasiveness of their proposal documents. - Those looking for a simulation tool that can be used for housing purchase consultations. - Those who want to compare life plan proposal tools that suit their work style. Event Overview Session Name: What Life Plan Tools Are Required for Financial Planners and Insurance Agents in the Age of "NISA Poverty"? -- Free Online Briefing Session for the 3 Lineups: "FP Meijin Start," "FP Meijin Next," and "My Home Meijin" * All sessions will cover the same content. Please apply for the date and time that is convenient for you. - April 9, 2026 (Thursday) 12:30 PM – (approx. 30 minutes) Application: https://us06web.zoom.us/webinar/register/WN_YOcbbVPfQa6uAjUtCt7b7g - April 21, 2026 (Tuesday) 4:30 PM – (approx. 30 minutes) Application: https://us06web.zoom.us/webinar/register/WN_3nd_iPxfRIi55DKYk1UU7A - April 30, 2026 (Thursday) 4:30 PM – (approx. 30 minutes) Application: https://us06web.zoom.us/webinar/register/WN_WP2LVJJ7TFKg__uv09eR9Q Zoom (Free to participate) Financial Planners, Insurance Agents, IFAs, Housing-related Businesses, and those interested in life plan proposals. Series Overview https://www.fplabo.co.jp/fptool/ Company Overview FP Labo Inc. plans, develops, and provides easy-to-use life plan proposal tools for the FP, insurance, and housing industries. We aim for services that are easy for clients to understand and easy for proposers to use, continuing to create products rooted in practical needs. [Contact for Inquiries Regarding This Release] FP Labo Inc. Contact: Konno TEL: 03-5803-2160 e-mail: [email protected]