Welcome to LifePlan 360!
Our Advisors live by a creed or a motto: Every one of our clients has a plan to get debt free immediately and have a plan to pay cash for our major purchase between now and retirement, an exact age for retirement, an exact amount they will need in retirement and an exact income equal or greater than 100% of the income they were living off of before retirement for their entire retirement and when they die they will leave an inheritance tax free and probate free.
Plan & Protect
A plan for and a plan to protect & cover all of life changes!
The ability to eliminate debt and stay debt free for life!
Calculate exactly how much income they will draw for life!
A guaranteed retirement strategy where they know exactly how much they will need for retirement!
A retirement income that is 100% – 150% of the income they were living off of before they retired!
Protection from catastrophic events which includes: financial, market and health related!
Probate & Estate
Probate & estate tax free inheritance to your client heirs!
Provide the financial education that your client needs!
The ability to pay cash for all future large ticket items!
Analyze Client Goals
LifePlan 360 looks at the client’s whole picture from the day we take on the responsibility of this important task. It is our fiduciary responsibility to help the client with a full plan that works without taking compensation into consideration. LifePlan 360 takes the client from the day we meet into legacy years with a plan that solves everything financial in between. We are able to do this without changing lifestyle, sacrificing family for finances and accomplish all of the client’s goals with the same money they are using now! Our software takes into account all of the goals and shows a mathematically sound plan to accomplish it all guaranteed.
Build a Stronger Relationship with Your Clients
When you teach your clients to build their impenetrable financial plan, you have created a client for life. As your client’s lifestyle improves, they look to you to assist their loved ones with the same service you provided for them. It becomes generational! People trust you because you provided answers to the lifelong riddle, how much do I need and how will I retire and pay for everything?
LifePlan 360 Software
What if you had software that designed the perfect financial plan every time?
What if this software educated your client so they could build their own bullet proof financial plan?
What if your software could guide you and your client through all steps to the ultimate financial plan?
LifePlan 360 life changing software can do all this and more!
- First 500 Business Cards for Free
- LifePlan 360 Advisor Site
- Advisor Lead Capture Form
- LifePlan 360 Email Address
- Weekly LP 360 Focused Training
- Client Tell-All Report
- Client CRM
- A-Z Bootcamp On-Site & Virtual
- Full Video Training Library
- Training Presentations
- How-To Videos
- Ongoing Weekly Training
- Training for Advanced Cases
- Training Material & Documents
- Product Illustrations
- LifePlan 360 Case Design
- Carrier Compliance
- Product Support
- Advanced Case Support
- Agency Support
- Software Support
"LifePlan 360 has been the best thing that has ever happened in my career! I have never had cases so large to work with before. I never thought this was possible, but I have made more income on my last 2 cases then my last 2 quarters of the year!"
"I like to consider myself ahead of the curve in financial services. Like I have seen or made sure to become familiar with the “competition”. I have even tried comparing just about every financial planning tool I could find, from apps to software from all over. LifePlan 360 is the most fully comprehensive software and financial planning tool I have ever seen, just a fact!"
"I am still shocked at the degree I can help people! Who knew that something this special even existed! WOW, I mean WOW! I am so proud of the things I have been able to help my clients accomplish with LifePlan 360. I can deliver the piece of mind to everyone involved, me so I can sleep at night and my clients because they now have a real financial plan!"