Virgile Delporte, co-founder of Testamento, had the pleasure of joining Philippe Moussaud, Managing Partner and experienced wealth management advisor, on the Bonjour Patrimoine podcast. Together, they explore the main psychological…
Testamento and Groupe UNMI, the National Interprofessional Mutual Union, are proud to announce a new partnership to make beneficiary designation accessible to all their clients, tailored to each situation, for…
At Testamento, we believe that partnerships and constructive exchanges are essential for transforming the insurance sector. With this spirit, our CEO, Virgile Delporte, participated in a podcast on the Uptimi…
On June 4th, Virgile Delporte, CEO of Testamento, had the pleasure of appearing on the set of the morning TV Show La Matinale by Ficade Group. The show, which includes…
Gestiondepatrimoine.com chooses Testamento to facilitate client discovery from the first contact. The educational content platform gestiondepatrimoine.com created in 2008, and its wealth management consulting firm 'Bonjour Patrimoine', are adopting the…
Editorial Editorial Hello everyone, here is our March 2023 newsletter. The news of Testamento echoes the News. There is currenlty a lot of talk in France about pension reform and…
What is Testamento Optimizer? Testamento Optimizer is our sales support tool designed for distribution networks, which allows advisors to drastically develop the quality and volume of sales in life insurance.…
Launch of Partnership Testamento La Banque Postale On the occasion of the official launch of the partnership with La Banque Postale, Virgile Delporte, co-founder and president and Sylvain Delporte, co-founder…
Testamento at the Munich Summit Virgile Delporte, president and co-founder of Testamento, recently spoke at the Munich Summit of Plug and Play. He shared his thoughts on the changes in…
The French ACPR (Autorité de Contrôle Prudentiel et de Résolution) has just published two new sanctions a few weeks apart relating to dormant contracts. At Testamento, we have analyzed the…
