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Pricing and Packages
Scale your white-glove comprehensive advice for all your clients.
Get 3 months free if you pay yearly.
Monthly
Yearly
Life in Numbers, Life Events, Children & Wealth
Starter - 1 Program
$
948
per year/lead advisor
($79 / mo)
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Access to 1 solution to Lead with Advice
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Choose 1 Program: Life in Numbers or Life Events
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Engine to scan your whole book of business for Next Best Action opportunities
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Client-ready, multi-format advice materials
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Seamless integration with your CRM
Plus - 2 Programs
$
1,548
per year/lead advisor
($129 / mo)
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Access to 2 solutions to Lead with Advice
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Choose 2 Programs: Life in Numbers, Life Events, or Children & Wealth
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Engine to scan your whole book of business for Next Best Actions
-
Client-ready, multi format advice materials
-
Seamless integration with your CRM
Premium - 3 Programs
$
1,908
per year/lead advisor
($159 / mo)
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Everything to empower you to Lead with Advice
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Life in Numbers + Life Events + Children & Wealth
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Engine to scan your whole book of business for Next Best Actions
-
Client-ready, multi format advice materials
-
Seamless integration with your CRM
Your Journey
Want to convert more website visitors into booked meetings?
Pricing based on number of annual website visitors:
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$3,000/year if <10,000
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$5,000/year if 10,000-30,000
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Enterprise pricing if >30,000
Life in Numbers - DTC
Want to automatically connect with and serve large pools or prospects or plan participants?
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Pricing is based on number of outgoing emails per year.
$791
$791
Bundled pricing for 2 programs: $1291
$291
Add-on to either Life in #s or Life Events
Pricing based on outgoing emails, contact us for details
Pricing based on your website traffic, contact us for details
1. Price per seat per month, yearly contract. To note, we only charge for the Lead Advisor seat, and enable the supporting team for free. Indicated pricing for firms with 1-5 seats, volume discounts available for larger firms.
