member email
Advisor Portal
status

Not yet a Member? Sign up here
Days left in Free Trial:
Days
You have new client/prospect insights from a discovery tool! Please visit "Recent Activity" to add or update this contact.
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
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
.
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.