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Profile and Account

View and edit your profile settings

Learn how to use Life Stage Insights and get assistance

Watch videos to learn about Life Stage Insights features

Take a quick tour of the key features of Life Stage Insights
Life stage survey



Learn how to use the Life Stage Survey
Invite your clients and prospects to the Life Stage Survey
Enable your website visitors to engage with the Life Stage Survey

Share a website link to the Life Stage Survey with prospects and clients

Create a report revealing life stage insights from both spouses/partners
Investment risk tolerance quiz

Learn how to use the Investment Tolerance Quiz

Invite your clients and prospects to the Investment Risk Tolerance Quiz

Enable your website visitors to engage with the Investment Risk Tolerance Quiz

Share a website link to the Risk Tolerance Quiz with prospects and clients
Onboarding Questionnaire

Learn how to use the Onboarding Questionnaire

Invite your clients and prospects to the Onboarding Questionnaire

Enable your website visitors to complete your Onboarding Questionnaire

Share a website link to the Onboarding Questionnaire with prospects and clients
Life Stage Snapshot

Learn how to use the Life Stage Snapshot and customize the Snapshot page

Invite your clients and prospects to the Life Stage Snapshot

Enable your website visitors to complete the Life Stage Snapshot

Share a website link to the Life Stage Snapshot with prospects and clients
marketing

Learn how to use the Marketing System

Launch and manage automated lead generation campaigns

Use hundreds of articles to generate leads and build client relationships

View scheduled shares on your social media calendar

View results from your LifeFocus Email Campaigns

Create a client portal showcasing personalized insights
Contact Management

Learn how to use the Contact Management System

View, update, and engage your contacts.

Add a contact to your Life Stage Insights Contact Database

Create custom lists to categorize your contacts

Import or export contacts from your Life Stage Insights contact database
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Content library

View and share proprietary articles with your clients and prospects

View and share custom newsletters with your clients and prospects

View and share proprietary newsbriefs with your clients and prospects

View publications that you have added to Life Stage Insights

Fact-filled, entertaining videos to engage clients and prospects

Add your own proprietary articles and use with the Life Stage Insights Content Marketing System

Fuel your social media campaigns with curated articles

Easily create a newsletter with content from our library of articles, newsbriefs, and videos.
Campaigns

Create and launch an automated campaign to engage prospects and clients

View and edit my campaigns