Choose the membership that is right for you.
- What You Get -
Automated invitations to your clients
The proprietary Life Stage Insights Survey to help your clients explore their priorities and needs
The Life Stage Profile and Talking Points to reveal key insights for your next client discussion
The Life Stage Road Map to help guide your clients through life events and challenges
The Couple's Report to make your meetings with couples more productive than ever
The Investment Risk Tolerance Quiz to assess clients' comfort with risk using the authoritative Grable and Lytton risk-tolerance scale.
Automated delivery of reports to you and your clients
Robust library of informative articles to connect with your clients and prospects around important life stage needs
Timely newsletters to engage and deepen relationships with your clients
One-click email campaigns to your client and prospect contact list
One-click social media campaigns to empower your online thought leadership
Fastlink buttons to easily add educational and engaging content to your website
Resources & Support
The Advisor Portal, where you can organize and track each client and download reports
White-labeled presentation to support your brand
24/7 support to help you optimize your use of Life Stage Insights
- Pricing -
Please contact us with the form below.
$39 per month
($468 per year)
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$49 per month