Broadmind Co., Ltd. (Head Office: Shibuya-ku, Tokyo; President and CEO: Kiyoshi Ito; Securities Code: 7343; hereinafter "the Company"), which supports the realization of life plans with the purpose of "Unleashing the Power of Finance," will exhibit at the "27th RING no Kai Open Seminar" exhibition to be held at Pacifico Yokohama on July 11, 2026 (Sat.), and will showcase its life plan simulator "MoneyPass with FP."
Background of Exhibition - The Form of "Customer-Centricity" Now Required of Agencies
In recent years, customer financial needs have become more diverse and complex than ever before due to increased interest in asset building through the spread of NISA and iDeCo, anxiety about retirement funds in anticipation of the 100-year life era, and changes in the economic environment such as the return to an era of interest rates and rising prices.
In this context, insurance agencies are required not to sell single products, but to adopt an attitude of how to think about asset building and risk countermeasures together with their customers.
"Life plans" are indispensable as material for this. It is about looking at the customer's entire life and organizing and visualizing future income and expenditure and asset outlook together. We believe that seriously considering this is the practice of customer-centricity and the future form that agencies should take.
Although 90% of our consultants are new graduates, we have achieved high productivity with an average annual ANP acquisition of 44.6 million yen per agent through a proposal system in multiple domains starting from life planning. At this exhibition, while allowing visitors to experience the product firsthand, we will provide consultations on a wide range of topics, from service details to implementation, regarding the mechanism by which we achieve high productivity with an average annual ANP acquisition of 44.6 million yen per agent, and the training system that allows even inexperienced individuals to achieve results.
About the 27th RING no Kai Open Seminar
The RING no Kai Open Seminar is one of the largest events in the industry, bringing together practitioners, primarily agents and agencies in the insurance industry. Through seminars and an accompanying exhibition, the latest solutions and initiatives related to insurance distribution will be introduced. The Company will have a booth at the accompanying exhibition.
Event Site URL: https://os.ring-web.net/
Event Overview
Date: July 11, 2026 (Sat.) 9:00 AM - 5:30 PM
Venue: Pacifico Yokohama, National Convention Hall, 1F Marine Lobby (1-1-1 Minatomirai, Nishi-ku, Yokohama, Kanagawa Prefecture)
Organizer: General Incorporated Association RING no Kai
Our Booth Location: Zone B (Booth Number: B-7)
Booth Location (B-7)
Product Scheduled for Exhibition: MoneyPass with FP (Life Plan Simulator)
"MoneyPass with FP" is a cloud-based life plan simulator that allows users to easily and accurately design "life plans" for future planning and financial outlooks on the web. It allows for the creation of simulations with intuitive operation and no input stress, and enables real-time proposals through screen sharing with customers. Starting from life planning, it can naturally lead to proposals in multiple domains such as life insurance, non-life insurance, investment products, and housing loans, contributing to the maximization of customer LTV (Lifetime Value).
<Service Site> https://www.moneypass.jp/
Content to be Introduced at Our Booth
1. Demonstration of MoneyPass with FP
A COT member of the General Incorporated Association MDRT Japan Association will conduct a demonstration. You can experience the ease of input and the operability of real-time proposals while actually touching the tool.
2. Introduction to the Mechanism for Achieving High Productivity
We will explain the system that connects proposals for multiple products starting from life plans from any consultation entry point, and the virtuous cycle model of reinvesting profits into system development.
3. Explanation of Training and Support System After Implementation
We will provide information on the support system that allows even inexperienced individuals to use the service with confidence, including initial training, video materials, online Q&A, and accompaniment plans (paid).
Visitor Benefit
Visitors to our booth will receive a complimentary copy of the book "Let's Talk About 'How to Live' Before Money ~Life Planning to Avoid Regret~" (Author: Tetsunori Nakamura / Cross Media Publishing).
This is a "textbook" that allows you to systematically learn the concept of life planning that MoneyPass values, and it includes many real-life case studies from FP professionals who have handled over 2,000 life plans. It simultaneously ranked No. 1 in six Amazon categories immediately after its release. Please use it as a hint to enhance the persuasiveness of your proposals using MoneyPass with FP.
* This offer is limited in quantity and will end once supplies are exhausted.
Comments from Person in Charge: Broadmind Co., Ltd., Business Development Department, Ryokyu Ohno
Considering the recent industry environment and customer needs, I feel that what is required of agencies going forward is not simply to propose products, but to adopt an attitude of thinking about the ideal approach to asset building and risk countermeasures together with customers.
In this regard, life plans are indispensable. We believe that seriously considering life plans while looking at the customer's entire life, considering future hopes and anxieties, and integrating household finances, protection, and asset building is the practice of customer-centricity and the future form that agencies should take.
Through MoneyPass with FP, we will continue to improve our services so that FP and insurance agents can conduct more essential consulting and realize proposals tailored to each customer.
At our booth, in addition to experiencing "MoneyPass with FP," we will also be able to discuss our concept for an AI multi-agent system currently under development. Please feel free to stop by.
Broadmind Co., Ltd.
Broadmind Co., Ltd. is a financial services development company listed on the Tokyo Stock Exchange Growth Market. Since its founding in 2002, it has supported the realization of life plans for individuals and corporations from a neutral standpoint, not affiliated with any specific financial institution. Our flagship individual service, "MoneyPro," offers proposals from a wide range of options by combining financial products from approximately 60 companies, including insurance, securities, and housing loans, based on life planning, by specialists with a 100% FP qualification rate (*1). This unique one-stop service system has achieved a cumulative total of 200,000 consultations and a customer satisfaction rate of 98.9% (*2). We also offer "Brokkori," a financial education program for employees, as a corporate welfare service. We provide consistent support for habituating financial management and chat-based accompaniment support from specialized FPs, promoting corporate human capital management and well-being management. Over 80% of users in adopting companies have experienced positive effects, and the program has received high praise in the HR field, including awards such as the "HR Award 2025" by the Japan Human Resources Management Association and the "15th Japan HR Challenge Award." As a financial partner, we will continue to question "who is finance for?" and aim to implement "finance as it should be" in society.
Company Name: Broadmind Co., Ltd. (https://www.b-minded.com/)
Representative: Kiyoshi Ito, President and CEO
Head Office Location: 1-1-1 Sakuragaoka-cho, Shibuya-ku, Tokyo 150-6233, Shibuya Sakura Stage Shibuya Tower 33F
Established: January 2002
Business Activities: Financial Partner Business (Provision of financial consulting services for individuals and corporations; Development and provision of digital products related to financial and economic education and financial well-being), Real Estate Sales Business
Inquiries Regarding Consideration of MoneyPass Implementation To MoneyPass Representative: https://form.run/@moneypass-contact
Inquiries Regarding Press Releases and Interviews Public Relations: Tominaga / Shimura TEL: 03-5459-3091 (Direct) / mail: [email protected]
FACT BOX
- Source: PR TIMES
- Category: Event