$5,000.00 USD

Every year

Company/Firm Name

Add up to 4 of your team's emails (each on a new row)

I have read and agree to the terms and conditions of this page as follows:

Please review and check the box above to confirm the following before purchasing our services:

1. Your agreement with our Terms of Use & Privacy Policy found at bottom of this page, and

2. Your understanding of your ADVISOR RELATIONSHIP with LifeMap.

Please contact us, If you have questions.

Elite Plan

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Practice Elevation

ELITE PLAN

for a block of 100 Client Memberships

Annual Subscription

Your subscription includes:

For you and your team:

1 year subscription from your start date
Add 4 extra team members to your account
Unlimited access to the same resources clients see
Advisor-only Forums each month
Invite members + non member clients to 1 Virtual Workshop in the year ($8500 value)
Invite your whole team to an Onboarding session to learn the benefits of gaining a holistic life view of each client ($2500 value)

For 100 of your clients:

1 year Membership from their start date
Unlimited access to expert-crafted resources
24x “Ask the Experts” webinars answering life-side questions
Messaging that reinforces your role as their financial authority
Personal guidance from vetted Life Guides (members-only access for an additional cost)

Your relationship with LifeMap

The opportunity to enrich your client relationships relies on your engagement. While we've focused on creating a "white-glove" experience for your clients, we make no promises of your business success. We provide information and guidance to you that is specific to enhancing your client interactions. However, client retention, portfolio improvement, and financial growth are your responsibility. LifeMap is not responsible for your business outcomes, as we have no direct involvement in your business practices.

You may opt out of your annual renewal, but we will honor your clients' annual membership until the end of THEIR current year from the date they registered. As your clients become members of LifeMap at various times, we do not offer refunds for your plan subscription. This allows for a seamless experience for your clients, and proper communication from you regarding your discontinuing any use of LifeMap and our client tools and materials.

We will never steal your business. We make continual reminders that if financial needs are uncovered from using LifeMap's resources, clients should reach out to you for professional assistance.

Our interactions with your clients are direct and potentially in-depth, however we do not store or share your clients' sensitive personal information.

For further details about your relationship with LifeMap, please review our Advisor Relationship overview, which you need to agree to when making your subscription purchase.

We look forward to helping your clients with their life goals!

A receipt for your purchase will be sent to the email address you provide when subscibing. The receipt will come from LifeBridge Strategies, owner of LifeMap.