image

Let your prospects enter their own information.

A beautifully designed consumer fact finder which feeds directly into your PlanFacts tools. Clients and prospects see a summary of the risks to their goals, and can quickly send their information to you.

TRY IT NOW

Start Your 14-Day Free Trial

Step 1—Point Consumers to Your Site

You'll get a personalized URL to point consumers to your LG Fact Finder site, which is highly interactive and optimized for use on desktop or tablets.

  • Link to it from your website
  • Add a link to your e-mail signatures
  • Include the URL on printed marketing materials

Step 2—Consumers Interact With Your Site

Once at your site, consumers will walk through three simple steps:

  • Identifying areas of planning they're interested in reviewing
  • Providing data necessary to begin planning
  • Reviewing their progress summary, where they may choose to submit contact info for more information
SEE SAMPLE SITE

Step 3—You're Notified of a New Lead

If the consumer submits their contact information, you will immediately receive an e-mail notification, and the lead will appear in your PlanFacts leads dashboard. From there you can:

  • Follow up on the lead
  • Review the submitted data
  • Create a new case directly from the lead

Step 4—Start a Financial Plan

The data collected by your site is automatically shared with your other PlanFacts tools, allowing you to quickly and easily create a detailed financial plan for each client based on the information they've submitted.

image

Life Goals

A goal based analysis of a consumer's most basic insurance and investment needs.

LEARN MORE
image

Financial Needs Analysis

A cash-flow based analysis of a consumer's most basic insurance and investment needs.

LEARN MORE

Your client will choose the topics they're most interested in reviewing.

Debt Management

Emergency Fund

Retirement Planning

Education Funding

Disability Coverage

Long-Term Care

Survivor Needs

Try it Now, Risk Free

Start Your 14-Day Free Trial

Included with Life Goals

This consumer fact finder is included in any annual or monthly subscription to Life Goals.

SEE LIFE GOALS PRICING

Bundle Pricing

This product is available for purchase as part of our Basic, Pro and Ultimate Product Bundles.

SEE BUNDLE PRICING