Wizleap, Operator of Money Career, to Host Online Consultation Mastery Seminar for Insurance Agents on June 19

Wizleap Inc. (Shibuya-ku, Tokyo; Representative Director: Shohei Tanigawa), operator of the financial consultation platform 'Money Career' (https://money-career.com/), will hold a seminar titled 'Mastering Online Consultations: Building Trust Through Role-Play Demonstrations' on Friday, June 19, 2026. The event is targeted at insurance agents and agencies seeking to dramatically improve the quality of their online consultations.

In recent years, the spread of online consultations for insurance sales has made it more critical than ever to conduct high-quality meetings within limited timeframes. Meanwhile, many agents and agencies struggle to secure stable lead sources and build trust through screens.

Money Career, managed by Wizleap, supports a model where lead generation and consultation handling are separated to improve efficiency, allowing agents to focus exclusively on their meetings.

This seminar will feature Shuntaro Tomiyama, a top-class financial planner who achieved COT status entirely through online meetings. He will provide highly reproducible examples on points for building trust unique to the online environment, role-play demonstrations, and know-how for income protection and life planning.

<Seminar Overview> Date: Friday, June 19, 2026 [Part 1] 14:00–16:00 [Part 2] 20:00–22:00 *Both sessions cover the same content. *Hosted online (via Zoom).

Program: 1. Online consultation know-how 2. AI utilization 3. Income protection proposal know-how 4. Life planning creation know-how 5. Other request responses (education, retirement, asset formation, etc.) 6. Q&A (based on selected pre-submitted questions)

Attendee Benefits: Participants will receive complimentary access to premium materials, the 'Online Consultation Manual' and 'Income Protection Proposal Manual'.

Speakers: Shuntaro Tomiyama, A&A Consulting Inc. Shohei Tanigawa, Representative Director, Money Career Operations, Wizleap Inc.