The LifePlan Organizer. Less Chaos for Your Clients. More Revenue for You.
A Platform for Intelligent Retirement Planning
The LifePlan Organizer is an online portal that allows your clients to upload, store, share, and communicate every component of retirement plans, including the comprehensive instructions to family members that are part of every LifePlan.
Secure Digital Archive
Online Learning Center
Communications Portal
Resource Center
Agent Guidance
The LifePlan Organizer is more than a digital archive. When it comes to planning for a successful retirement, the LifePlan Organizer is the most versatile, powerful, and advanced online platform available today.
Enhance Your Value Proposition
If you’re a professional in the health, housing, legal, or financial industry who works with older clients, chances are good the LifePlan Organizer is a natural fit for your current service line-up. Your clients will appreciate this added support, especially because it’s coming from people they already know and trust.
It’s easy to add the LifePlan Organizer to your current service offering. Bundle it with your existing services or offer it as a standalone service.
It’s easy to add the LifePlan Organizer to your current service offering. Bundle it with your existing services or offer it as a standalone service.
More of What You Need for Success
The LifePlan Organizer is an online portal that allows your clients to upload, store, share, and communicate every component of retirement plans, including the comprehensive instructions to family members that are part of every LifePlan.
More Value for Clients.
The LifePlan Organizer costs less than other digital document platforms and offers far more capabilities.
More Revenue for You.
Attractive terms make it possible for you to offer the LifePlan Organizer to your clients with no out-of-pocket costs.
More Engagement.
Now you have another reason to connect with clients by offering them a digital tool they can’t get anywhere else.
More Control.
The LifePlan Organizer keeps you in charge of your clients’ coordinated retirement planning efforts.