A community where independent does not mean alone.
Facebook
Twitter
Linkedin
1-888-543-3776
Register
Login
Blog
Our Services
Contracting
Sales
Marketing
Marketing
My Events
Indexed Universal Life
Annuities
College Funding
Circle of Wealth
ReProject
Education
Blog
Live Events & Webinars
Industry Updates
MyLifePro
Cases
Clients
Client Reports
Industry Articles
Forms
Fact Finders
Underwriting Guides
iGo e-App
Annuity Rates
Carrier Information
Featured Items
My Business
My Marketing
Financial Calculators
The hottest
tools, sales systems, and trainings
available in the industry!
Test Drive an Annuity
Test Drive an IUL
Term & GUL Quotes
iGo e-App
Industry Articles
Annuity Rates
New to MyLifePro? Check out our
MyLifePro overview
video.
LifePro makes it easy to track
your business
so you can concentrate on what
you
do best!
Production Summary
Clients
Illustrations
Cases
Agent Numbers
Calendar
Client Reports
Don't see what you're looking for? Visit the
MyLifePro Dashboard
to stay on top of everything in your business.
State-of-the-art marketing tools to
find new clients
and
grow your business
!
Money Script Monday
Events
Wealth Builder
Email Campaigns
Have an idea for additional marketing tools? Drop us a line on our
Contact Form
The
latest and greatest
calculators available to help
your clients
!
Test Drive an IUL
CD vs Annuity
Monte Carlo Machine
Social Security Income
Investment Expense
Social Security Income Tax
Compensation Comparison Calculator
Don't see what you're looking for? View all of our
Financial Calculators
<style> #mainMenu li[data-col="0"] section { padding: 20px; margin: 0; border-radius: 6px; } #myLifeProMenu1 .col-md-2, #myLifeProMenu2 .col-md-2, #myLifeProMenu3 .col-md-2, #myLifeProMenu4 .col-md-2, #myLifeProMenu5 .col-md-2, #myLifeProMenu6 .col-md-2 { width: 14.2%; } #myLifeProMenu7 .col-md-2 { width: 20%; } .featured-boxes .col-md-2 { padding: 0 0 0 30px; } .call-to-action { min-height: 0; } #mainMenu .featured-boxes-style-5 .featured-box .box-content { padding: 0; } .featured-boxes-style-5 .featured-box .box-content h5 { text-transform: none; } #mainMenu .featured-boxes-style-5 .featured-box .icon-featured { width: 60px; height: 60px; line-height: 57px; } #mainMenu .featured-boxes .featured-box { margin: 0; } #mainMenu .tab-content { background-color: transparent; } @media (min-width: 992px) { header nav ul.nav-main li a:hover { background-color: transparent; } } header nav ul.nav-main li ul .tabs li a { font-size: 14px; } .tabs.tabs-vertical.tabs-left ul.col-sm-2 li.active a { font-weight: bold; } .tabs.tabs-vertical.tabs-left ul.col-sm-2 li a:hover { background-color: #fff !important; border-right: 0; } tabs.tabs-vertical.tabs-left .tab-content .mt-lg { margin-top: 0px !important; } tabs.tabs-vertical.tabs-left .tab-content .mb-lg { margin-bottom: 0px !important; } #myLifeProMenu1 h5, #myLifeProMenu2 h5, #myLifeProMenu3 h5, #myLifeProMenu4 h5, #myLifeProMenu5 h5, #myLifeProMenu6 h5, #myLifeProMenu7 h5 { margin-bottom: 0; color: #1d2127; } header nav.mega-menu .tab-content a { text-decoration: none; display: inline-block; padding: 0; margin: 0; } header nav.mega-menu .tab-content .thumb-info.thumb-info-centered-info .thumb-info-title { width: 70%; left: 15%; } header nav.mega-menu .tab-content .thumb-info.thumb-info-centered-info:hover .thumb-info-title { top: 23%; left: 15%; width: 70%; } header nav.mega-menu .tab-content .thumb-info { background-color: transparent; } header nav.mega-menu li[data-col="0"] .mega-menu-content { padding: 10px; } header nav.mega-menu li[data-col="0"] .tabs, header nav.mega-menu li[data-col="0"] .tab-content p { margin-bottom: 0; } #myLifeProMenu1 .call-to-action h3, #myLifeProMenu2 .call-to-action h3, #myLifeProMenu3 .call-to-action h3, #myLifeProMenu4 .call-to-action h3, #myLifeProMenu5 .call-to-action h3, #myLifeProMenu6 .call-to-action h3, #myLifeProMenu7 .call-to-action h3 { font-size: 1.7em; } #myLifeProMenu1 .call-to-action .call-to-action-content, #myLifeProMenu2 .call-to-action .call-to-action-content, #myLifeProMenu3 .call-to-action .call-to-action-content, #myLifeProMenu4 .call-to-action .call-to-action-content, #myLifeProMenu5 .call-to-action .call-to-action-content, #myLifeProMenu6 .call-to-action .call-to-action-content, #myLifeProMenu7 .call-to-action .call-to-action-content { width: 100%; margin-left: 0; padding-top: 0; } #myLifeProMenu1 small a, #myLifeProMenu2 small a, #myLifeProMenu3 small a, #myLifeProMenu4 small a, #myLifeProMenu5 small a, #myLifeProMenu6 small a, #myLifeProMenu7 small a { font-weight: bold; color: #cecbcb; } </style><div class="tabs tabs-vertical tabs-left"> <ul class="nav nav-tabs col-sm-2"> <li class="active"> <a data-toggle="tab" href="#myLifeProMenu1" aria-expanded="true"> Featured Items </a> </li> <li> <a data-toggle="tab" href="#myLifeProMenu2" aria-expanded="false"> My Business </a> </li> <li> <a data-toggle="tab" href="#myLifeProMenu7" aria-expanded="false"> My Marketing </a> </li> <li> <a data-toggle="tab" href="#myLifeProMenu3" aria-expanded="false"> Financial Calculators </a> </li> </ul> <div class="tab-content"> <!-- Featured Items Tab --> <div id="myLifeProMenu1" class="tab-pane active"> <div class="featured-boxes featured-boxes-style-5"> <section class="call-to-action" style="padding-top: 0px;"> <div class="center"> <h4> The hottest <strong>tools, sales systems, and trainings</strong> available in the industry! </h4> </div> </section> <div class="row"> <div class="col-md-2"> <a href="/Financial-Calculators/Test-Drive-an-Annuity"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-diamond"></em> <h5>Test Drive an Annuity</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Financial-Calculators/Test-Drive-an-IUL"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-automobile"></em> <h5>Test Drive an IUL</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Resources/Term-GUL-Quotes"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-pie-chart"></em> <h5>Term & GUL Quotes</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="https://pipepasstoigo.ipipeline.com/default.aspx?gaid=0023" target="_blank"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-laptop"></em> <h5>iGo e-App</h5> </div> </div> </a> </div><div class="col-md-2"> <a href="/Resources/Industry-Articles"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-newspaper-o"></em> <h5>Industry Articles</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Resources/Annuity-Rates"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-exchange"></em> <h5>Annuity Rates</h5> </div> </div> </a> </div> </div> <div class="row center"> <div class="col-md-12" style="font-style: italic; color: #cecbcb;"> <small> New to MyLifePro? Check out our <a href="/Overview">MyLifePro overview</a> video. </small> </div> </div> </div> </div> <!-- My Business Tab --> <div id="myLifeProMenu2" class="tab-pane"> <div class="featured-boxes featured-boxes-style-5"> <section class="call-to-action" style="padding-top: 0px;"> <div class="center"> <h4> LifePro makes it easy to track <strong>your business</strong> so you can concentrate on what <strong>you</strong> do best! </h4> </div> </section> <div class="row"> <div class="col-md-2"> <a href="/MyLifePro/Production-Summary"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-line-chart"></em> <h5>Production Summary</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Clients"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-users"></em> <h5>Clients</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/MyLifePro/Illustrations"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-bar-chart"></em> <h5>Illustrations</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Cases"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-folder-open-o"></em> <h5>Cases</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Agent-Numbers"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-file-text-o"></em> <h5>Agent Numbers</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/MyLifePro/Calendar"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-calendar"></em> <h5>Calendar</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/MyLifePro/Client-Reports"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-area-chart"></em> <h5>Client Reports</h5> </div> </div> </a> </div> </div> <div class="row center"> <div class="col-md-12" style="font-style: italic; color: #cecbcb;"> <small> Don't see what you're looking for? Visit the <a href="/MyLifePro/Dashboard">MyLifePro Dashboard</a> to stay on top of everything in your business. </small> </div> </div> </div> </div> <!-- My Marketing Tab --> <div id="myLifeProMenu7" class="tab-pane"> <div class="featured-boxes featured-boxes-style-5"> <section class="call-to-action" style="padding-top: 0px;"> <div class="center"> <h4> State-of-the-art marketing tools to <strong>find new clients</strong> and <strong>grow your business</strong>! </h4> </div> </section> <div class="row"> <div class="col-md-2"> <a href="/Marketing/My-Marketing/Money-Script-Monday"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-dollar"></em> <h5>Money Script Monday</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/marketing/My-Events"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-calendar"></em> <h5>Events</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Marketing/LifePro-Wealth-Builder"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-diamond"></em> <h5>Wealth Builder</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Marketing/Email-Campaigns"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-envelope-open"></em> <h5>Email Campaigns</h5> </div> </div> </a> </div> </div> <div class="row center"> <div class="col-md-12" style="font-style: italic; color: #cecbcb;"> <small> Have an idea for additional marketing tools? Drop us a line on our <a href="/contact-us">Contact Form</a> </small> </div> </div> </div> </div> <!-- Financial Calculators Tab --> <div id="myLifeProMenu3" class="tab-pane"> <div class="featured-boxes featured-boxes-style-5"> <section class="call-to-action" style="padding-top: 0px;"> <div class="center"> <h4> The <strong>latest and greatest</strong> calculators available to help <strong>your clients</strong>! </h4> </div> </section> <div class="row"> <div class="col-md-2"> <a href="/Financial-Calculators/Test-Drive-an-IUL"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-automobile"></em> <h5>Test Drive an IUL</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Financial-Calculators/CD-Vs-Annuity"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-dot-circle-o"></em> <h5>CD vs Annuity</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Financial-Calculators/Monte-Carlo-Machine"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-gear"></em> <h5>Monte Carlo Machine</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Financial-Calculators/Social-Security/SSI-Quick-Calculator"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-star"></em> <h5>Social Security Income</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Financial-Calculators/Investment-Expense-Calculator"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-dollar"></em> <h5>Investment Expense</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Financial-Calculators/Social-Security/SSI-Tax-Calculator"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-tag"></em> <h5>Social Security Income Tax</h5> </div> </div> </a> </div> <div class="col-md-2"> <a href="/Rewards/Compensation-Comparison-Calculator"> <div class="featured-box featured-box-primary featured-box-effect-4"> <div class="box-content"> <em class="icon-featured fa fa-dollar"></em> <h5>Compensation Comparison Calculator</h5> </div> </div> </a> </div> </div> <div class="row center"> <div class="col-md-12" style="font-style: italic; color: #cecbcb;"> <small> Don't see what you're looking for? View all of our <a href="/Financial-Calculators">Financial Calculators</a> </small> </div> </div> </div> </div> </div> </div>
Clients
Clients
Manage your client database in a more efficient manner.
Watch the tutorial video
to learn more!
Client Calendar Items
Recent Client Notes
false
Client Status Summary
Client Opportunities Summary