top of page
logo2019tr3.png
Life Stage Insights
tM

Welcome

Watch How-To Videos

how to videos

member email

Advisor Portal

status

Login

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.

megaphone-2223049_1280.png
Marketing
My Profile/Account
discovery.JPG
Client Discovery
Activity Monitor.png
exclamationmark.JPG
Recent Activity
contacts.PNG
My Contacts
bell-1096280_1280.png

NEW

Feature Alerts

Profile and Account

View my Profile

View and edit your profile settings

Learn how to use Life Stage Insights and get assistance

how to videos

Watch videos to learn about Life Stage Insights features

touricon.PNG

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

Client Discovery Tools

how to videos
information-1481584_960_720.png
Learn More
handshake-icon-11151.png
Onboarding Questionnaire
snapshot.JPG
Life Stage Snapshot
lifestageprofile.png
Life Stage Survey
image-g82c66ee0a_1280.png
Retirement Visualizer
umbrella.JPG
Risk Tolerance Quiz

Life stage survey

how to videos
information-1481584_960_720.png
Learn More
Invite
plus_button_symbol_800_clr_6175.png
Add Buttons

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

link.JPG
Share Link

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

rings cropped.png
Couple's Report

Create a report revealing life stage insights from both spouses/partners

Investment risk tolerance quiz

how to videos
information-1481584_960_720.png
Learn More

Learn how to use the Investment Tolerance Quiz

Invite

Invite your clients and prospects to the Investment Risk Tolerance Quiz

plus_button_symbol_800_clr_6175.png
Add Buttons

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

link.JPG
Share Link

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

Onboarding Questionnaire

how to videos
information-1481584_960_720.png
Learn More

Learn how to use the Onboarding Questionnaire 

Invite

Invite your clients and prospects to the Onboarding Questionnaire

plus_button_symbol_800_clr_6175.png
Add Buttons

Enable your website visitors to complete your Onboarding Questionnaire

link.JPG
Share Link

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

Life Stage Snapshot

how to videos
information-1481584_960_720.png
Learn More

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

Invite

Invite your clients and prospects to the Life Stage Snapshot

plus_button_symbol_800_clr_6175.png
Add Buttons

Enable your website visitors to complete the Life Stage Snapshot

link.JPG
Share Link

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

Retirement Visualizer

information-1481584_960_720.png
Learn More

Learn how to use and customize the Retirement Visualizer

Invite

Invite your clients and prospects to the Retirement Visualizer

symbol-ge7d764fb4_1280.png
Embed

Enable your website visitors to engage with the Retirement Visualizer

link.JPG
Share Link

Share a website link to the Retirement Visualizer with prospects and clients

marketing

information-1481584_960_720.png
Learn More

Learn how to use the Marketing System 

how to videos
rocket.png
Campaigns

Launch and manage automated lead generation campaigns

book-1157658_1280.png
Content Library

Use hundreds of articles to generate leads and build client relationships

calender-2389150_1280.png
Social Media

View scheduled shares on your social media calendar

email-2151046_1920.png
Email Campaign Reports

View results from your LifeFocus Email Campaigns

portal.png
Client Portal

Create a client portal showcasing personalized insights

Contact Management

how to videos
information-1481584_960_720.png
Learn More

Learn how to use the Contact Management System

group-1824145_1280.png
My Contacts

View, update, and engage your contacts.

addcontact.JPG
Add Contact

Add a contact to your Life Stage Insights Contact Database

survey-2316468_1280.png
My Lists

Create custom lists to categorize your contacts

importexport.JPG
Import/Export

Import or export contacts from your Life Stage Insights contact database

.

Content library

how to videos
article.PNG
Articles

View and share proprietary articles with your clients and prospects

newsletter-2123480_1280.jpg
Newsletters

View and share custom newsletters with your clients and prospects

news.PNG
News

View and share proprietary newsbriefs with your clients and prospects

author2.webp
My Publications

View publications that you have added to Life Stage Insights

video.png
Videos

Fact-filled, entertaining videos to engage clients and prospects

author2.webp
Add Article

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

river.JPG
MediaStream

Fuel your social media campaigns with curated articles