What Life Plan Tools Are Needed for FPs and Insurance Agents Amid the 'NISA Poor' Buzz? -- Free Online Seminar on 3 Lineups Including 'FP Meijin Start'

While the spread of the new NISA has heightened interest in asset building, the term "NISA poor"—referring to people who lose balance in their daily lives by prioritizing investments too much—has also become a hot topic. Under these circumstances, what is needed once again is a life plan proposal based on the outlook of the entire household budget, including not only investments but also housing, education costs, insurance, and retirement funds. In response to this social background, our company will hold a free online seminar covering the three lineups of the "FP Meijin" series, which can be utilized according to the purpose and proposal scene. We will comprehensively introduce "FP Meijin Start," which easily leads to initial consultations and individual consultations after seminars, "FP Meijin Next," which supports the creation of full-scale proposal documents, and "My Home Meijin," which specializes in housing purchase consultations, clearly explaining their features and how to use them properly. Additionally, an overview of the "FP Meijin" series can also be viewed on the following page. https://www.fplabo.co.jp/fptool/ --- Background of the Event In the practical field of FPs and insurance agents, it has become important to not just guide clients on NISA and asset management, but to provide proposals with a sense of security for the future while looking at the client's overall household budget. On the other hand, there are various situations in the proposal field. The required tools are not limited to one, as there are initial consultations where you want to visualize the current situation in a short time, full-scale proposals with comparative materials, and budget consultations accompanying housing purchases. Therefore, our company develops three lineups that cover everything from the entrance of proposals to full-scale proposals and housing consultations, supporting the diverse consultation businesses of FPs and insurance agents. In this seminar, we will introduce how to incorporate them into practical work while organizing the differences and usage methods of each tool. --- On the day of the event, we will comprehensively introduce "FP Meijin Start," which easily leads to initial consultations and individual consultations after seminars, "FP Meijin Next," which supports the creation of full-scale proposal documents, and "My Home Meijin," which specializes in housing purchase consultations, clearly explaining their usage scenes and how to use them properly. --- Recommended for these people: - Those looking for a tool that makes it easy to lead from an initial consultation to the next consultation - Those who want to consult on NISA and asset management in conjunction with visualizing the entire household budget - FPs 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 business style --- Event Overview Seminar Name What Life Plan Tools Are Needed for FPs and Insurance Agents Amid the "NISA Poor" Buzz? -- Free Online Seminar on 3 Lineups: "FP Meijin Start," "FP Meijin Next," and "My Home Meijin" * All sessions have the same content. Please apply for a date that is convenient for you. - April 9, 2026 (Thursday) 12:30~ (about 30 minutes) Application: https://us06web.zoom.u