905-294-7526

hello@lifeplaninvestments.ca

PLAN. BUILD. PROTECT.

There are several ways to grow your career with us. We offer the following Golden Opportunities for financial consultants who work with us:

Golden Opportunity: Career Growth

We are committed to help you grow. You will learn leadership skills that will help you in defining your purpose and fulfill other aspects or your career as a consultant.

Golden Opportunity: The Market

There are a multitude of opportunities in the consumer market and our business model is designed to fit the needs for a positive impact.

Change in Consumer Behaviour

Today’s consumers are smarter and more informed. Our sales strategies address current consumer behavior which will keep you on target in the market.

Licensing, Compliance, & Transparency

Our technology keeps up with the continuously changing government regulations and compliance rules.

Robo Platform that Mimic Human Advise

Robotics Platform that Delivers Human Advice - Our Robotics platform is based on an (AI) Artificial Intelligence-driven algorithm that addresses people’s needs and provides advice that speeds up the process.

Generation of Wealth Transfer

Generation of Wealth Transfer - There is a generational market segment that is ripe with golden opportunities in this new decade. Our program helps you tap into this<br /> market to take advantage of opportunities that are built on trust and building solid relationships.

Golden Opportunities: Compensation and Rewards

Insurance Compensation

Insurance Compensation - As a LifePlan Advisor, you will have various opportunities to earn income and incentives from both the carrier insurance companies as well as LifePlan Investments. Besides primary compensation, you can earn compensation through your loyalty and business development.

Investment Compensation

Investment Compensation - Commissions earned from investments is another income stream. You have several options of compensation, such as upfront and renewal commissions. This will inspire you to be productive since you are assured of the rewards.

Rewards & Recognition

Reward & Recognition - In addition to financial compensation, we recognize our top performers. Our rewards programs include trips and conventions to celebrate your hard work and accomplishments. We are sure this will drive more success.

What is a LifePlan Financial Consultant?

At LifePlan being a Financial Consultant doesn’t mean you are alone to manage yourself. We form a partnership with you and guide you through expectations and learning and development towards ultimate success.

Our expert team of insurance and investment advisors will help you navigate through the highs and lows. We will provide you with the right coaching, knowledge, strategies and lead you towards maximizing your growth potential for your business. You will be in the driver’s seat and in charge of your goals and success.

How Do You Start?

As a new consultant you will receive training to master the fundamentals in sales concepts through in class and online settings. You will also be provided training in using our Advisor Intelligence technology platform.

You will have the opportunity to work with our experienced financial consultants and managers to learn the art of sales to foster a winner’s mindset.

Pillar 1 - Marketing & Innovation

LifePlan thrives by helping our financial advisors grow with dedicated support in marketing and clearly defined processes. Advisors can focus on growing their business and building strong relationships with their clients.

Pillar 2 - Process Efficiency

Process optimization sets a clear path for efficiency. We use the power of technology to drive these types of efficiencies to help our team grow and help our clients get the best advice.

Pillar 3 - Recruitment & Development

Our advisors are the backbone of our company. Therefore, we focus our recruitment efforts to bring the right talent for everyone to succeed.

Pillar 4 - Revenue and Growth

LifePlan’s main goal is revenue and growth and we implement procedures for our operations to support these important factors. We know that through proper strategies in these areas advisor success and client satisfaction are a sure thing.

Foundation – Technology

Technology is the driving force behind any successful operation. LifePlan uses AI-driven technology to strengthen our business model. It makes life easier for our advisors and our clients reap the benefits of our targeted advice.

Join Us!