#Japan #Yokohama #Broad Mind #Money Pass #RING Seminar

Broad Mind Introduces Life Planning Simulator

On July 11, 2026, Broad Mind Corporation, headquartered in Shibuya, Tokyo and known for its commitment to empowering financial services, will showcase its innovative life planning simulator, Money Pass with FP, at the 27th RING Open Seminar held at Pacifico Yokohama. This event is expected to gather a significant number of insurance industry professionals, making it one of the largest industry gatherings.

The Purpose Behind Our Participation

In today's complex financial landscape, where concerns around retirement savings and progressive financial products like NISA and iDeCo are prevalent, modern insurance agents are required to evolve from merely selling policies. They must embrace a customer-first approach, which entails guiding clients through asset formation and risk management. Critical to this is the life plan, allowing the agent and the client to visualize and strategize their financial futures together.

Broad Mind has been leading the charge in this area with Money Pass with FP, a cloud-based life planning simulator. This tool simplifies the process of establishing future financial designs, enabling seamless interactions with clients through real-time projections. The company’s model has resulted in impressive productivity metrics, showcasing an average annual net annualized premium (ANP) of ¥44.6 million per consultant—demonstrating efficacy even among newly hired employees who constitute about 90% of their consulting team.

Highlights of the RING Open Seminar

The RING Open Seminar is a platform for professionals from the brokerage and insurance industry to come together and share the latest solutions and industry innovations. Attendees can explore a range of exhibits, including Broad Mind’s dedicated booth (B-7) where they can see the Money Pass with FP in action. The event is scheduled from 9:00 AM to 5:30 PM, featuring a rich program to facilitate learning and networking among industry peers.

For detailed information about the seminar, check out the event site here.

Demonstrations and Products at Our Booth

Visitors to Broad Mind’s booth will have the opportunity to engage with Money Pass with FP through live demonstrations led by MDRT Japan COT members. Attendees will experience how easily the platform allows for inputs and real-time recommendations during consultations, a must-see for anyone looking to enhance their consultancy performance.

Additionally, we will discuss our successful strategies that link various financial product offerings to life plans, emphasizing our reinvestment model to ensure continued growth and sustainability within the company.

Broad Mind recognizes that a supportive ecosystem is essential for all participants in this field. Therefore, we will also outline our comprehensive training and support framework for newcomers, including initial training, on-demand video resources, online Q&A sessions, and the optional coaching plans.

Special Gifts for Attendees

Those who visit Broad Mind’s booth will receive a complimentary copy of the book, “Let’s Talk About Your Life Before Money – Planning for a Fulfilling Life,” authored by Takanori Nakamura. This book serves as an insightful resource for understanding life planning principles and provides real-world case studies from over 2,000 family planning consultations conducted by financial professionals. This invaluable guide is designed to equip attendees to leverage Money Pass with FP more effectively in their advisory roles.

Future Prospects

As highlighted by Ryo Ohno from our Business Development Department, adapting to the evolving needs of customers is paramount. The future of agency work will hinge on our ability to offer holistic financial solutions while considering each client's unique circumstances and aspirations. Broad Mind is committed to enhancing its service offerings through tools like Money Pass with FP, allowing financial professionals to provide tailored, comprehensive advice to their clients.

We also plan to share insights about the exciting developments of our AI multi-agent systems currently in progress at our booth. We encourage all attendees to stop by and discuss how Broad Mind can support their financial consultancy needs.

About Broad Mind Corporation

Since its inception in 2002, Broad Mind has grown into a leading financial service development company listed on the Tokyo Stock Exchange. With its unique position of independence from any specific financial institutions, Broad Mind focuses on facilitating personalized life planning assistance for both individuals and corporations. Our flagship personal service, Manepro, is backed by 100% FP-qualified professionals, enabling us to provide robust and diverse financing solutions tailored to meet specific client needs.

Contact us for inquiries about the introduction of Money Pass: here. For press inquiries, reach out to our PR team via telephone at 03-5459-3091 or email at [email protected].