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Profile and Account
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Learn how to use Life Stage Insights and get assistance
Take a quick tour of the key features of Life Stage Insights
Client Discovery Tools
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
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 refreshed daily
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