What is a LifePlan Financial Consultant?

A LifePlan Financial Consultant is a business partnership between you and LifePlan. We have the expertise to make you become successful in insurance and investment career. You will be fully-equipped with the right coaching, knowledge, strategies, and drive to maximize the growth potential of your business. At the same time, you are in-charge of your success.

How Do You Start?

As a new consultant, you’ll start off by receiving training and mastering the fundamental sales concepts in classroom and online settings. You will receive training in using our Advisor Intelligence technology platform. And you will have the opportunity to work with experienced financial consultants and managers to gain the fundamentals of sales, the mindset of winners, and the best practices of experts.