Money goes in motion when life goes in transition.
Our $Lifeline is an interactive digital tool that you can use to monitor your client’s situation and plan for future life transitions. There are over 60 built-in transitions to cover with your clients and it serves as a roadmap for your planning conversations. You can completely customize the categories and transitions to serve your niche. The $Lifeline is how you can shift your client conversations from return on investment to Return on Life.
View a demo of the ROL Advisor $Lifeline tool below.